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
676
$5.86K ﹤0.01%
+131
677
$5.84K ﹤0.01%
40
678
$5.83K ﹤0.01%
482
-755
679
$5.81K ﹤0.01%
29
-7
680
$5.76K ﹤0.01%
+176
681
$5.71K ﹤0.01%
+587
682
$5.7K ﹤0.01%
+170
683
$5.66K ﹤0.01%
185
+120
684
$5.63K ﹤0.01%
165
685
$5.58K ﹤0.01%
30
-65
686
$5.52K ﹤0.01%
+153
687
$5.5K ﹤0.01%
239
-15,230
688
$5.5K ﹤0.01%
44
689
$5.48K ﹤0.01%
+90
690
$5.46K ﹤0.01%
193
-1,290
691
$5.44K ﹤0.01%
+55
692
$5.43K ﹤0.01%
+200
693
$5.38K ﹤0.01%
470
694
$5.3K ﹤0.01%
232
+179
695
$5.29K ﹤0.01%
150
696
$5.21K ﹤0.01%
+118
697
$5.19K ﹤0.01%
+113
698
$5.16K ﹤0.01%
50
699
$5.14K ﹤0.01%
100
-395
700
$5.13K ﹤0.01%
+60
26 27
28
29 30