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
801
$2.29K ﹤0.01%
5
802
$2.29K ﹤0.01%
117
803
$2.28K ﹤0.01%
+60
804
$2.25K ﹤0.01%
50
-38,558
805
$2.24K ﹤0.01%
14
-916
806
$2.23K ﹤0.01%
+35
807
$2.23K ﹤0.01%
275
808
$2.2K ﹤0.01%
405
-2,035
809
$2.19K ﹤0.01%
+277
810
$2.17K ﹤0.01%
132
-320
811
$2.16K ﹤0.01%
48
812
$2.15K ﹤0.01%
43
813
$2.11K ﹤0.01%
81
814
$2.11K ﹤0.01%
+53
815
$2.06K ﹤0.01%
47
816
$2.06K ﹤0.01%
+27
817
$2.02K ﹤0.01%
6,500
818
$2K ﹤0.01%
+48
819
$2K ﹤0.01%
+47
820
$1.99K ﹤0.01%
132
-183
821
$1.96K ﹤0.01%
+87
822
$1.95K ﹤0.01%
+61
823
$1.94K ﹤0.01%
+83
824
$1.92K ﹤0.01%
+11
825
$1.92K ﹤0.01%
+47
31 32
33
34 35