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
726
$4.3K ﹤0.01%
8
727
$4.26K ﹤0.01%
134
+100
728
$4.24K ﹤0.01%
28
-198
729
$4.23K ﹤0.01%
112
730
$4.23K ﹤0.01%
+41
731
$4.19K ﹤0.01%
+25
732
$4.16K ﹤0.01%
+20
733
$4.15K ﹤0.01%
105
+51
734
$4.14K ﹤0.01%
+277
735
$4.13K ﹤0.01%
+268
736
$4.11K ﹤0.01%
+50
737
$4.06K ﹤0.01%
+263
738
$4.04K ﹤0.01%
+80
739
$4.03K ﹤0.01%
92
740
$4.03K ﹤0.01%
+50
741
$4.02K ﹤0.01%
+16
742
$4.02K ﹤0.01%
144
-167
743
$3.89K ﹤0.01%
73
-18
744
$3.88K ﹤0.01%
+107
745
$3.86K ﹤0.01%
+92
746
$3.82K ﹤0.01%
69
-529
747
$3.74K ﹤0.01%
100
748
$3.72K ﹤0.01%
35
749
$3.72K ﹤0.01%
63
750
$3.68K ﹤0.01%
+100
28 29
30
31 32