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
901
$1.21K ﹤0.01%
+67
902
$1.17K ﹤0.01%
13
903
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5
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$1.16K ﹤0.01%
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906
$1.13K ﹤0.01%
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907
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+39
908
$1.1K ﹤0.01%
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909
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910
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911
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912
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913
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8
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$992 ﹤0.01%
9
-207
915
$979 ﹤0.01%
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916
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$876 ﹤0.01%
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921
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8
922
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923
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924
$822 ﹤0.01%
+83
925
$793 ﹤0.01%
20