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
626
$8.25K ﹤0.01%
312
-75
627
$8.2K ﹤0.01%
+106
628
$8.19K ﹤0.01%
+178
629
$8.17K ﹤0.01%
+619
630
$8.07K ﹤0.01%
151
631
$8.06K ﹤0.01%
65
+35
632
$8.04K ﹤0.01%
225
633
$7.96K ﹤0.01%
+113
634
$7.89K ﹤0.01%
145
+80
635
$7.87K ﹤0.01%
+129
636
$7.84K ﹤0.01%
+248
637
$7.79K ﹤0.01%
120
-61
638
$7.75K ﹤0.01%
128
-602
639
$7.67K ﹤0.01%
+239
640
$7.58K ﹤0.01%
+104
641
$7.58K ﹤0.01%
+194
642
$7.49K ﹤0.01%
36
+33
643
$7.47K ﹤0.01%
+67
644
$7.43K ﹤0.01%
112
-55
645
$7.4K ﹤0.01%
+184
646
$7.32K ﹤0.01%
+128
647
$7.32K ﹤0.01%
100
-279
648
$7.31K ﹤0.01%
+78
649
$7.29K ﹤0.01%
+269
650
$7.27K ﹤0.01%
+179
24 25
26
27 28