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
651
$875 ﹤0.01%
+10
652
$861 ﹤0.01%
34
653
$770 ﹤0.01%
102
654
$756 ﹤0.01%
15
655
$646 ﹤0.01%
8
656
$644 ﹤0.01%
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$588 ﹤0.01%
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658
$577 ﹤0.01%
+20
659
$446 ﹤0.01%
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10
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661
$422 ﹤0.01%
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662
$388 ﹤0.01%
9
663
$370 ﹤0.01%
10
664
$365 ﹤0.01%
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$365 ﹤0.01%
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666
$360 ﹤0.01%
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667
$351 ﹤0.01%
10
668
$347 ﹤0.01%
14
-1
669
$308 ﹤0.01%
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$231 ﹤0.01%
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671
$222 ﹤0.01%
11
672
$216 ﹤0.01%
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673
$184 ﹤0.01%
8
674
$140 ﹤0.01%
10
675
$135 ﹤0.01%
9
25 26
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28 29