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
651
$7.22K ﹤0.01%
224
+204
652
$7.05K ﹤0.01%
325
653
$6.87K ﹤0.01%
80
654
$6.84K ﹤0.01%
297
+188
655
$6.66K ﹤0.01%
+100
656
$6.64K ﹤0.01%
170
+70
657
$6.64K ﹤0.01%
+273
658
$6.62K ﹤0.01%
150
-105
659
$6.37K ﹤0.01%
172
660
$6.33K ﹤0.01%
30
-2,392
661
$6.33K ﹤0.01%
260
662
$6.31K ﹤0.01%
+145
663
$6.3K ﹤0.01%
+208
664
$6.29K ﹤0.01%
100
665
$6.28K ﹤0.01%
+312
666
$6.28K ﹤0.01%
67
667
$6.28K ﹤0.01%
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668
$6.27K ﹤0.01%
375
-2,187
669
$6.18K ﹤0.01%
409
-1,449
670
$6.15K ﹤0.01%
113
+73
671
$6.03K ﹤0.01%
141
+41
672
$6.03K ﹤0.01%
58
-184
673
$5.97K ﹤0.01%
+231
674
$5.93K ﹤0.01%
+245
675
$5.9K ﹤0.01%
+60
25 26
27
28 29