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
951
$156 ﹤0.01%
10
952
$154 ﹤0.01%
9
953
$153 ﹤0.01%
5
954
$145 ﹤0.01%
10
955
$114 ﹤0.01%
12
956
$110 ﹤0.01%
4
957
$88 ﹤0.01%
2
958
$78 ﹤0.01%
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959
$72 ﹤0.01%
2
-573
960
$61 ﹤0.01%
2
961
$59 ﹤0.01%
8
-8
962
$54 ﹤0.01%
4
963
$39 ﹤0.01%
9
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964
$31 ﹤0.01%
1
965
$25 ﹤0.01%
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966
$18 ﹤0.01%
800
967
$15 ﹤0.01%
12
968
$1 ﹤0.01%
44
969
$0 ﹤0.01%
16
970
– –
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971
$0 ﹤0.01%
2,265
972
– –
-15
973
$0 ﹤0.01%
54
974
$0 ﹤0.01%
67
975
– –
-5
37 38
39
40 41