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
676
$105 ﹤0.01%
27
677
$98 ﹤0.01%
1
678
$90 ﹤0.01%
67
679
$84 ﹤0.01%
20
680
$54 ﹤0.01%
4
681
$44 ﹤0.01%
88
682
$29 ﹤0.01%
1
683
$26 ﹤0.01%
12
684
$23 ﹤0.01%
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685
$21 ﹤0.01%
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686
$20 ﹤0.01%
44
687
$18 ﹤0.01%
800
688
$7 ﹤0.01%
12
689
$4 ﹤0.01%
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690
– –
0
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$2 ﹤0.01%
427
692
$1 ﹤0.01%
323
693
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0
694
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0
695
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0
696
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0
697
$0 ﹤0.01%
54
698
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0
699
– –
-42,549
700
– –
-600
26 27
28
29 30