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
551
$14.6K ﹤0.01%
110
552
$14.5K ﹤0.01%
675
553
$14K ﹤0.01%
180
554
$13.7K ﹤0.01%
+1,092
555
$13.5K ﹤0.01%
661
-150
556
$13.3K ﹤0.01%
1,333
557
$13.2K ﹤0.01%
152
558
$13.1K ﹤0.01%
426
559
$13.1K ﹤0.01%
+480
560
$12.8K ﹤0.01%
115
561
$12.7K ﹤0.01%
+152
562
$12.5K ﹤0.01%
530
-2,490
563
$12.4K ﹤0.01%
704
+139
564
$12.4K ﹤0.01%
285
565
$12.3K ﹤0.01%
+104
566
$12.2K ﹤0.01%
109
567
$12.1K ﹤0.01%
507
+447
568
$12.1K ﹤0.01%
404
569
$12.1K ﹤0.01%
75
570
$12K ﹤0.01%
125
571
$11.9K ﹤0.01%
513
572
$11.8K ﹤0.01%
+801
573
$11.8K ﹤0.01%
+145
574
$11.6K ﹤0.01%
140
-217
575
$11.5K ﹤0.01%
+550
21 22
23
24 25