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
576
$11.5K ﹤0.01%
120
577
$11.5K ﹤0.01%
147
-788
578
$11.4K ﹤0.01%
115
-310
579
$11.3K ﹤0.01%
+300
580
$11.1K ﹤0.01%
48
581
$11K ﹤0.01%
+179
582
$11K ﹤0.01%
+582
583
$10.9K ﹤0.01%
+113
584
$10.8K ﹤0.01%
+386
585
$10.7K ﹤0.01%
307
+41
586
$10.7K ﹤0.01%
+475
587
$10.6K ﹤0.01%
+206
588
$10.6K ﹤0.01%
+72
589
$10.4K ﹤0.01%
200
+136
590
$10.4K ﹤0.01%
+192
591
$10.3K ﹤0.01%
90
-150
592
$10.3K ﹤0.01%
200
-200
593
$10.2K ﹤0.01%
216
594
$9.99K ﹤0.01%
750
-150
595
$9.99K ﹤0.01%
+1,020
596
$9.9K ﹤0.01%
+315
597
$9.79K ﹤0.01%
+162
598
$9.63K ﹤0.01%
+303
599
$9.59K ﹤0.01%
401
+29
600
$9.55K ﹤0.01%
+222
22 23
24
25 26