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
826
$1.92K ﹤0.01%
+34
827
$1.91K ﹤0.01%
95
828
$1.91K ﹤0.01%
+72
829
$1.9K ﹤0.01%
+27
830
$1.9K ﹤0.01%
+46
831
$1.89K ﹤0.01%
+90
832
$1.88K ﹤0.01%
+75
833
$1.86K ﹤0.01%
+14
834
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17
835
$1.82K ﹤0.01%
+51
836
$1.79K ﹤0.01%
+77
837
$1.76K ﹤0.01%
+40
838
$1.76K ﹤0.01%
+100
839
$1.76K ﹤0.01%
+20
840
$1.76K ﹤0.01%
+26
841
$1.74K ﹤0.01%
+18
842
$1.74K ﹤0.01%
20
843
$1.73K ﹤0.01%
+27
844
$1.72K ﹤0.01%
+98
845
$1.72K ﹤0.01%
+21
846
$1.71K ﹤0.01%
+37
847
$1.71K ﹤0.01%
59
848
$1.7K ﹤0.01%
33
849
$1.69K ﹤0.01%
+36
850
$1.69K ﹤0.01%
+103
32 33
34
35 36