MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.99M
3
+$3.23M
4
V icon
Visa
V
+$3.21M
5
SWK icon
Stanley Black & Decker
SWK
+$3.19M

Top Sells

1
+$4.19M
2
+$2.44M
3
+$2.33M
4
MET icon
MetLife
MET
+$2.12M
5
AFL icon
Aflac
AFL
+$1.92M

Sector Composition

1 Financials 10.96%
2 Technology 9.33%
3 Healthcare 8.21%
4 Industrials 7.84%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.45K ﹤0.01%
80
+77
527
$6.31K ﹤0.01%
100
528
$6.24K ﹤0.01%
+94
529
$6.18K ﹤0.01%
202
-213
530
$6.13K ﹤0.01%
+64
531
$6.12K ﹤0.01%
76
532
$6K ﹤0.01%
37
533
$5.96K ﹤0.01%
+140
534
$5.95K ﹤0.01%
500
535
$5.88K ﹤0.01%
+375
536
$5.85K ﹤0.01%
69
537
$5.7K ﹤0.01%
250
538
$5.6K ﹤0.01%
80
539
$5.55K ﹤0.01%
199
540
$5.55K ﹤0.01%
50
541
$5.48K ﹤0.01%
409
542
$5.28K ﹤0.01%
50
543
$5.27K ﹤0.01%
48
544
$5.27K ﹤0.01%
155
545
$5.14K ﹤0.01%
+150
546
$5.12K ﹤0.01%
+200
547
$5.12K ﹤0.01%
31
548
$5.08K ﹤0.01%
57
549
$5.08K ﹤0.01%
+146
550
$5.06K ﹤0.01%
7
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