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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.16M
3 +$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1 +$1.72M
2 +$1.64M
3 +$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$9K ﹤0.01%
575
627
$9K ﹤0.01%
144
+40
628
$9K ﹤0.01%
549
629
$9K ﹤0.01%
82
630
$9K ﹤0.01%
+154
631
$9K ﹤0.01%
125
+78
632
$9K ﹤0.01%
+841
633
$9K ﹤0.01%
+108
634
$9K ﹤0.01%
16
+10
635
$9K ﹤0.01%
202
636
$9K ﹤0.01%
258
637
$9K ﹤0.01%
135
638
$9K ﹤0.01%
325
639
$9K ﹤0.01%
312
640
$9K ﹤0.01%
95
641
$9K ﹤0.01%
225
642
$9K ﹤0.01%
323
643
$9K ﹤0.01%
172
-5
644
$9K ﹤0.01%
130
+129
645
$9K ﹤0.01%
165
-87
646
$8K ﹤0.01%
+506
647
$8K ﹤0.01%
+94
648
$8K ﹤0.01%
+81
649
$8K ﹤0.01%
97
650
$8K ﹤0.01%
+147