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
626
$1.5K ﹤0.01%
+20
627
$1.45K ﹤0.01%
28
-4
628
$1.39K ﹤0.01%
38
629
$1.34K ﹤0.01%
+24
630
$1.29K ﹤0.01%
200
631
$1.29K ﹤0.01%
+20
632
$1.28K ﹤0.01%
+90
633
$1.25K ﹤0.01%
20
-380
634
$1.25K ﹤0.01%
+20
635
$1.25K ﹤0.01%
40
+20
636
$1.19K ﹤0.01%
68
637
$1.18K ﹤0.01%
9
638
$1.15K ﹤0.01%
+150
639
$1.14K ﹤0.01%
+45
640
$1.13K ﹤0.01%
194
-15
641
$1.07K ﹤0.01%
+20
642
$1.06K ﹤0.01%
57
643
$1.01K ﹤0.01%
47
644
$1K ﹤0.01%
121
+7
645
$957 ﹤0.01%
41
646
$955 ﹤0.01%
+30
647
$914 ﹤0.01%
33
648
$886 ﹤0.01%
23
649
$885 ﹤0.01%
+50
650
$881 ﹤0.01%
16
24 25
26
27 28