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
576
$3.28K ﹤0.01%
63
577
$3.26K ﹤0.01%
95
578
$3.24K ﹤0.01%
56
579
$3.23K ﹤0.01%
54
-75
580
$3.13K ﹤0.01%
+52
581
$3.11K ﹤0.01%
132
-132
582
$3.04K ﹤0.01%
65
583
$3.02K ﹤0.01%
+105
584
$2.87K ﹤0.01%
52
585
$2.81K ﹤0.01%
+250
586
$2.72K ﹤0.01%
144
587
$2.71K ﹤0.01%
+100
588
$2.67K ﹤0.01%
114
589
$2.55K ﹤0.01%
565
590
$2.53K ﹤0.01%
62
591
$2.53K ﹤0.01%
+66
592
$2.4K ﹤0.01%
58
-6
593
$2.4K ﹤0.01%
73
594
$2.39K ﹤0.01%
+30
595
$2.37K ﹤0.01%
+275
596
$2.16K ﹤0.01%
+60
597
$2.15K ﹤0.01%
79
598
$2.13K ﹤0.01%
80
-90
599
$2.1K ﹤0.01%
61
600
$2.1K ﹤0.01%
34
22 23
24
25 26