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
551
$5.05K ﹤0.01%
29
552
$5K ﹤0.01%
51
-25
553
$4.82K ﹤0.01%
239
554
$4.8K ﹤0.01%
151
-14
555
$4.72K ﹤0.01%
+46
556
$4.66K ﹤0.01%
121
557
$4.65K ﹤0.01%
+55
558
$4.54K ﹤0.01%
141
+133
559
$4.37K ﹤0.01%
45
560
$4.36K ﹤0.01%
100
561
$4.34K ﹤0.01%
68
562
$4.31K ﹤0.01%
+50
563
$4.11K ﹤0.01%
100
564
$4.06K ﹤0.01%
160
565
$3.92K ﹤0.01%
993
566
$3.92K ﹤0.01%
124
-24
567
$3.78K ﹤0.01%
101
-6
568
$3.71K ﹤0.01%
+13
569
$3.63K ﹤0.01%
+500
570
$3.44K ﹤0.01%
+91
571
$3.42K ﹤0.01%
+90
572
$3.41K ﹤0.01%
54
573
$3.4K ﹤0.01%
81
-4,594
574
$3.39K ﹤0.01%
89
-38
575
$3.33K ﹤0.01%
67
-55
21 22
23
24 25