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
751
– –
0
752
– –
0
753
– –
0
754
– –
0
755
– –
0
756
– –
-580
757
– –
0
758
– –
-97
759
– –
0
760
– –
0
761
– –
-425
762
– –
0
763
– –
0
764
– –
0
765
– –
0
766
– –
0
767
– –
0
768
– –
0
769
– –
0
770
– –
0
771
– –
-1,019
772
– –
-3,022
773
– –
0
774
– –
0
775
– –
0
29 30
31
32 33