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
851
$1.69K ﹤0.01%
36
852
$1.67K ﹤0.01%
21
853
$1.67K ﹤0.01%
43
854
$1.65K ﹤0.01%
+53
855
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81
856
$1.65K ﹤0.01%
+29
857
$1.64K ﹤0.01%
+120
858
$1.63K ﹤0.01%
+48
859
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+28
860
$1.62K ﹤0.01%
+14
861
$1.61K ﹤0.01%
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862
$1.6K ﹤0.01%
+35
863
$1.6K ﹤0.01%
12
864
$1.59K ﹤0.01%
+41
865
$1.58K ﹤0.01%
15
866
$1.57K ﹤0.01%
48
867
$1.56K ﹤0.01%
+15
868
$1.54K ﹤0.01%
+34
869
$1.53K ﹤0.01%
38
870
$1.52K ﹤0.01%
+28
871
$1.52K ﹤0.01%
27
872
$1.51K ﹤0.01%
+119
873
$1.5K ﹤0.01%
+100
874
$1.5K ﹤0.01%
+19
875
$1.5K ﹤0.01%
89
+49
33 34
35
36 37