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
51
$5.54M 0.46%
88,914
-212
52
$5.51M 0.46%
73,881
-1,002
53
$5.4M 0.45%
64,157
+2,259
54
$5.19M 0.43%
59,812
+1,202
55
$5.09M 0.42%
81,770
-807
56
$5.05M 0.42%
116,501
+8,281
57
$5M 0.41%
30,488
-257
58
$4.87M 0.4%
44,559
-46
59
$4.8M 0.4%
78,002
-278
60
$4.8M 0.4%
17,090
-95
61
$4.63M 0.38%
28,636
-4,698
62
$4.62M 0.38%
17,561
+1,114
63
$4.58M 0.38%
21,236
+1,535
64
$4.58M 0.38%
20,711
+547
65
$4.57M 0.38%
56,914
+1,420
66
$4.56M 0.38%
76,107
-4,815
67
$4.53M 0.37%
57,179
-281
68
$4.43M 0.37%
56,546
+8,006
69
$4.43M 0.37%
58,373
+313
70
$4.39M 0.36%
163,131
-4,350
71
$4.2M 0.35%
27,405
+275
72
$4.19M 0.35%
67,575
+330
73
$4.15M 0.34%
61,610
+3,085
74
$4.12M 0.34%
39,345
-497
75
$4.11M 0.34%
19,025
+1,043
1 2
3
4 5