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
76
$4.09M 0.34%
70,355
+64,215
77
$4.07M 0.34%
70,315
+1,251
78
$4.05M 0.33%
99,144
-7,436
79
$4.01M 0.33%
59,403
+1,737
80
$3.94M 0.33%
86,115
+1,249
81
$3.89M 0.32%
69,513
+725
82
$3.85M 0.32%
11,394
-441
83
$3.79M 0.31%
127,833
+1,683
84
$3.79M 0.31%
164,003
+14,665
85
$3.76M 0.31%
24,512
+3,428
86
$3.75M 0.31%
23,132
+660
87
$3.72M 0.31%
37,781
-24
88
$3.68M 0.3%
13,431
+726
89
$3.67M 0.3%
36,913
-1,551
90
$3.57M 0.3%
26,119
+1,302
91
$3.53M 0.29%
12,518
+1,412
92
$3.51M 0.29%
102,668
+25,736
93
$3.4M 0.28%
27,908
-272
94
$3.28M 0.27%
66,876
-2,220
95
$3.27M 0.27%
198,555
-8,415
96
$3.22M 0.27%
35,835
+1,346
97
$3.2M 0.26%
9,157
-116
98
$3.17M 0.26%
70,988
+4,028
99
$3.12M 0.26%
71,931
+1,487
100
$3.06M 0.25%
22,360
+804
2 3
4
5 6