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
601
$9.29K ﹤0.01%
+146
602
$9.29K ﹤0.01%
40
603
$9.29K ﹤0.01%
175
-5,769
604
$9.25K ﹤0.01%
+154
605
$9.23K ﹤0.01%
495
+356
606
$9.19K ﹤0.01%
124
+104
607
$9.11K ﹤0.01%
574
608
$9.08K ﹤0.01%
+398
609
$9.02K ﹤0.01%
+149
610
$9.01K ﹤0.01%
+350
611
$8.98K ﹤0.01%
260
612
$8.96K ﹤0.01%
720
613
$8.84K ﹤0.01%
150
614
$8.78K ﹤0.01%
+289
615
$8.7K ﹤0.01%
500
616
$8.7K ﹤0.01%
158
617
$8.65K ﹤0.01%
+139
618
$8.65K ﹤0.01%
+439
619
$8.61K ﹤0.01%
100
620
$8.59K ﹤0.01%
50
+6
621
$8.48K ﹤0.01%
333
-112
622
$8.48K ﹤0.01%
+100
623
$8.29K ﹤0.01%
+350
624
$8.27K ﹤0.01%
99
625
$8.26K ﹤0.01%
97
+50