We are live on ! Find out more
MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
– –
-28
1027
– –
-51
1028
– –
-515
1029
– –
-41
1030
– –
-44
1031
– –
-12
1032
– –
-8
1033
– –
-70
1034
– –
-52
1035
– –
-239
1036
– –
-7,767
1037
– –
-9
1038
– –
-398
1039
– –
-3,300
1040
– –
-8,833
1041
– –
-77
1042
– –
-11
1043
– –
-14,441
1044
– –
-9
1045
– –
-35
1046
– –
-52
1047
– –
-2,270
1048
– –
-1,357
1049
– –
-160,355
1050
– –
-58
40 41
42
43 44