MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.99M
3
+$3.23M
4
V icon
Visa
V
+$3.21M
5
SWK icon
Stanley Black & Decker
SWK
+$3.19M

Top Sells

1
+$4.19M
2
+$2.44M
3
+$2.33M
4
MET icon
MetLife
MET
+$2.12M
5
AFL icon
Aflac
AFL
+$1.92M

Sector Composition

1 Financials 10.96%
2 Technology 9.33%
3 Healthcare 8.21%
4 Industrials 7.84%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.7M 0.35%
62,515
+11,140
77
$3.68M 0.35%
50,408
+12,355
78
$3.67M 0.35%
47,363
+11,205
79
$3.66M 0.34%
13,662
-841
80
$3.63M 0.34%
32,181
+206
81
$3.52M 0.33%
43,867
+13,015
82
$3.41M 0.32%
16,530
+2,295
83
$3.33M 0.31%
50,488
-3,240
84
$3.28M 0.31%
24,690
+24,005
85
$3.24M 0.3%
101,076
-13,252
86
$3.21M 0.3%
45,433
+6,663
87
$3.2M 0.3%
13,389
+6,478
88
$3.08M 0.29%
60,926
-18,515
89
$3.01M 0.28%
20,334
+558
90
$2.98M 0.28%
12,520
-1,602
91
$2.96M 0.28%
53,464
-6,976
92
$2.93M 0.28%
48,446
-2,336
93
$2.91M 0.27%
44,086
+172
94
$2.9M 0.27%
48,470
+1,400
95
$2.86M 0.27%
+140,799
96
$2.8M 0.26%
66,500
+65,265
97
$2.74M 0.26%
40,049
+559
98
$2.7M 0.25%
29,270
+5,385
99
$2.7M 0.25%
63,539
-32,787
100
$2.69M 0.25%
17,797
+7,062
2 3
4
5 6