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
776
$2.85K ﹤0.01%
+99
777
$2.83K ﹤0.01%
250
778
$2.71K ﹤0.01%
+97
779
$2.67K ﹤0.01%
+70
780
$2.64K ﹤0.01%
+832
781
$2.63K ﹤0.01%
16
782
$2.6K ﹤0.01%
47
783
$2.58K ﹤0.01%
49
-9
784
$2.56K ﹤0.01%
50
785
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22
786
$2.52K ﹤0.01%
15
-4,990
787
$2.51K ﹤0.01%
40
788
$2.51K ﹤0.01%
34
789
$2.5K ﹤0.01%
300
790
$2.5K ﹤0.01%
28
791
$2.49K ﹤0.01%
26
792
$2.48K ﹤0.01%
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793
$2.48K ﹤0.01%
66
794
$2.46K ﹤0.01%
4
795
$2.46K ﹤0.01%
61
796
$2.46K ﹤0.01%
84
797
$2.44K ﹤0.01%
+50
798
$2.38K ﹤0.01%
50
799
$2.34K ﹤0.01%
70
800
$2.32K ﹤0.01%
69
30 31
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