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
$1.21B
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$4.3M
3
+$3.85M
4
HON icon
Honeywell
HON
+$3.45M
5
EMR icon
Emerson Electric
EMR
+$2.14M

Top Sells

1
+$3.88M
2
+$3.27M
3
+$3.26M
4
ESRX
Express Scripts Holding Company
ESRX
+$3.04M
5
GE icon
GE Aerospace
GE
+$2.38M

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
1001
– –
-180
1002
– –
-26
1003
– –
-1,200
1004
– –
-171
1005
– –
-43
1006
– –
-150
1007
– –
-538
1008
– –
-42
1009
– –
-32
1010
– –
-95
1011
– –
-97
1012
– –
-120
1013
– –
-108
1014
– –
-300
1015
– –
-471
1016
– –
-92
1017
– –
-2,391
1018
– –
-35
1019
– –
-28
1020
– –
-51
1021
– –
-515
1022
– –
-41
1023
– –
-44
1024
– –
-12
1025
– –
-8
39 40
41
42 43