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
926
$782 ﹤0.01%
29
927
$717 ﹤0.01%
10
928
$696 ﹤0.01%
5
929
$686 ﹤0.01%
15
930
$658 ﹤0.01%
50
-200
931
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3
932
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102
-1,462
934
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935
$501 ﹤0.01%
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-45
936
$487 ﹤0.01%
+28
937
$457 ﹤0.01%
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938
$441 ﹤0.01%
10
939
$419 ﹤0.01%
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940
$419 ﹤0.01%
157
941
$387 ﹤0.01%
11
-1
942
$368 ﹤0.01%
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943
$351 ﹤0.01%
10
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944
$325 ﹤0.01%
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945
$316 ﹤0.01%
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946
$285 ﹤0.01%
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947
$280 ﹤0.01%
4
948
$267 ﹤0.01%
+12
949
$227 ﹤0.01%
50
950
$179 ﹤0.01%
19
36 37
38
39 40