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
$1.21B
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$4.21M
3
+$3.73M
4
HON icon
Honeywell
HON
+$3.26M
5
EMR icon
Emerson Electric
EMR
+$2.05M

Top Sells

1
+$3.81M
2
+$3.26M
3
+$3.22M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.08M

Sector Composition

1 Financials 11.79%
2 Technology 10.12%
3 Industrials 8.12%
4 Healthcare 7.79%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17.1K ﹤0.01%
+862
527
$17.1K ﹤0.01%
100
528
$17.1K ﹤0.01%
+170
529
$17.1K ﹤0.01%
+222
530
$17K ﹤0.01%
426
531
$16.6K ﹤0.01%
+195
532
$16.5K ﹤0.01%
+1,905
533
$16.4K ﹤0.01%
1,000
-12
534
$16.3K ﹤0.01%
367
+262
535
$16.3K ﹤0.01%
356
536
$16.2K ﹤0.01%
222
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537
$16.1K ﹤0.01%
1,500
-1,000
538
$16.1K ﹤0.01%
+250
539
$16K ﹤0.01%
467
540
$15.9K ﹤0.01%
350
-205
541
$15.2K ﹤0.01%
144
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542
$15.1K ﹤0.01%
253
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543
$15.1K ﹤0.01%
475
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544
$15.1K ﹤0.01%
+202
545
$15K ﹤0.01%
431
546
$15K ﹤0.01%
+658
547
$15K ﹤0.01%
239
548
$14.9K ﹤0.01%
1,236
549
$14.9K ﹤0.01%
350
+50
550
$14.7K ﹤0.01%
514
+142
20 21
22
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