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
751
$3.67K ﹤0.01%
+31
752
$3.67K ﹤0.01%
100
+99
753
$3.66K ﹤0.01%
+31
754
$3.65K ﹤0.01%
+326
755
$3.63K ﹤0.01%
88
-8,100
756
$3.62K ﹤0.01%
106
757
$3.6K ﹤0.01%
+103
758
$3.59K ﹤0.01%
36
759
$3.58K ﹤0.01%
60
760
$3.57K ﹤0.01%
500
761
$3.46K ﹤0.01%
+32
762
$3.44K ﹤0.01%
195
763
$3.41K ﹤0.01%
34
+16
764
$3.18K ﹤0.01%
49
-24
765
$3.1K ﹤0.01%
7
766
$3.09K ﹤0.01%
+24
767
$3.06K ﹤0.01%
37
768
$3.05K ﹤0.01%
169
+79
769
$3.04K ﹤0.01%
126
770
$3.01K ﹤0.01%
+25
771
$3K ﹤0.01%
83
772
$2.93K ﹤0.01%
7
-3
773
$2.92K ﹤0.01%
200
774
$2.9K ﹤0.01%
+155
775
$2.87K ﹤0.01%
54
-134
29 30
31
32 33