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
701
$5.09K ﹤0.01%
43
+28
702
$5.05K ﹤0.01%
66
+19
703
$5.02K ﹤0.01%
+100
704
$4.97K ﹤0.01%
41
-171
705
$4.93K ﹤0.01%
+6
706
$4.93K ﹤0.01%
+111
707
$4.92K ﹤0.01%
+236
708
$4.91K ﹤0.01%
+36
709
$4.89K ﹤0.01%
714
710
$4.86K ﹤0.01%
218
711
$4.74K ﹤0.01%
+216
712
$4.7K ﹤0.01%
+119
713
$4.65K ﹤0.01%
165
714
$4.62K ﹤0.01%
284
-140
715
$4.59K ﹤0.01%
+130
716
$4.57K ﹤0.01%
100
+75
717
$4.51K ﹤0.01%
300
-700
718
$4.49K ﹤0.01%
131
-5
719
$4.49K ﹤0.01%
+130
720
$4.48K ﹤0.01%
62
+6
721
$4.46K ﹤0.01%
88
-41
722
$4.44K ﹤0.01%
36
723
$4.41K ﹤0.01%
+44
724
$4.39K ﹤0.01%
+177
725
$4.35K ﹤0.01%
+203
27 28
29
30 31