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
601
$2.08K ﹤0.01%
+30
602
$2.06K ﹤0.01%
68
603
$2.04K ﹤0.01%
45
604
$2.03K ﹤0.01%
233
605
$1.99K ﹤0.01%
84
606
$1.98K ﹤0.01%
+12
607
$1.96K ﹤0.01%
74
+34
608
$1.95K ﹤0.01%
59
+40
609
$1.9K ﹤0.01%
+110
610
$1.86K ﹤0.01%
257
611
$1.8K ﹤0.01%
410
612
$1.8K ﹤0.01%
157
613
$1.76K ﹤0.01%
+20
614
$1.75K ﹤0.01%
+45
615
$1.74K ﹤0.01%
+70
616
$1.74K ﹤0.01%
99
617
$1.7K ﹤0.01%
99
618
$1.68K ﹤0.01%
19
619
$1.67K ﹤0.01%
+20
620
$1.66K ﹤0.01%
+25
621
$1.6K ﹤0.01%
22
-975
622
$1.55K ﹤0.01%
+4
623
$1.51K ﹤0.01%
100
624
$1.51K ﹤0.01%
+13
625
$1.5K ﹤0.01%
48
23 24
25
26 27