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
51
$4.94M 0.46%
46,045
+8,653
52
$4.92M 0.46%
37,946
+4,953
53
$4.78M 0.45%
28,705
+13,522
54
$4.64M 0.44%
65,035
+15,123
55
$4.47M 0.42%
23,854
-231
56
$4.45M 0.42%
50,081
+36,108
57
$4.44M 0.42%
77,014
+10,384
58
$4.44M 0.42%
88,976
+24,976
59
$4.28M 0.4%
106,013
-8,277
60
$4.25M 0.4%
113,038
-62,077
61
$4.25M 0.4%
53,668
+18,685
62
$4.24M 0.4%
55,983
+917
63
$4.22M 0.4%
37,173
-6,174
64
$4.12M 0.39%
131,194
+24,476
65
$4.12M 0.39%
52,443
+10,028
66
$4.09M 0.38%
34,581
-5,736
67
$4.07M 0.38%
30,948
+5,331
68
$4.03M 0.38%
17,102
-3,680
69
$3.99M 0.38%
67,788
+14,069
70
$3.97M 0.37%
89,397
+287
71
$3.96M 0.37%
49,175
+10,240
72
$3.9M 0.37%
14,269
+787
73
$3.78M 0.36%
120,500
+18,610
74
$3.77M 0.35%
84,524
-54,605
75
$3.71M 0.35%
63,463
+2,325
1 2
3
4 5