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
1026
– –
-70
1027
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1028
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-239
1029
– –
-7,767
1030
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-9
1031
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-398
1032
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-3,300
1033
– –
-8,833
1034
– –
-77
1035
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-11
1036
– –
-14,441
1037
– –
-9
1038
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-35
1039
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-52
1040
– –
-2,270
1041
– –
-1,357
1042
– –
-160,355
1043
– –
-58
1044
– –
-2,632
1045
– –
0
1046
– –
-3,177
1047
– –
-740
1048
– –
-200
1049
– –
-392
1050
– –
-13
40 41
42
43 44