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
51
$7.96M 0.49%
58,478
-28
52
$7.88M 0.49%
106,066
+2,562
53
$7.86M 0.49%
39,531
+1,662
54
$7.36M 0.45%
44,161
-325
55
$7.25M 0.45%
24,675
+139
56
$7.19M 0.44%
60,320
+4,873
57
$7.13M 0.44%
83,786
+1,115
58
$7.05M 0.44%
60,933
-5,153
59
$7.04M 0.43%
140,972
-504
60
$7.03M 0.43%
156,602
-8,056
61
$6.99M 0.43%
130,023
+18,222
62
$6.98M 0.43%
115,300
-8,304
63
$6.85M 0.42%
115,537
+515
64
$6.69M 0.41%
131,302
-13,972
65
$6.2M 0.38%
81,288
+1,399
66
$6.01M 0.37%
1,021,480
-59,800
67
$5.98M 0.37%
202,637
+5,624
68
$5.95M 0.37%
65,148
+553
69
$5.88M 0.36%
230,656
-8,132
70
$5.84M 0.36%
106,805
+2,114
71
$5.81M 0.36%
72,775
+2,041
72
$5.77M 0.36%
61,218
-899
73
$5.77M 0.36%
30,074
+543
74
$5.71M 0.35%
34,877
-2,842
75
$5.61M 0.35%
51,854
+1,098
1 2
3
4 5