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
676
$7K ﹤0.01%
229
677
$7K ﹤0.01%
586
678
$6K ﹤0.01%
387
679
$6K ﹤0.01%
409
680
$6K ﹤0.01%
50
681
$6K ﹤0.01%
165
682
$6K ﹤0.01%
329
683
$6K ﹤0.01%
156
684
$6K ﹤0.01%
333
685
$6K ﹤0.01%
133
-2
686
$6K ﹤0.01%
100
687
$6K ﹤0.01%
99
-101
688
$6K ﹤0.01%
35
689
$6K ﹤0.01%
112
-88
690
$6K ﹤0.01%
200
691
$6K ﹤0.01%
+54
692
$6K ﹤0.01%
24
+18
693
$5K ﹤0.01%
100
694
$5K ﹤0.01%
73
695
$5K ﹤0.01%
36
696
$5K ﹤0.01%
209
-1,146
697
$5K ﹤0.01%
37
698
$5K ﹤0.01%
108
699
$5K ﹤0.01%
+723
700
$5K ﹤0.01%
374
-3,000
26 27
28
29 30