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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
1051
-2,632
1052
0
1053
-3,177
1054
-740
1055
-200
1056
-392
1057
-13
1058
-12
1059
-963
1060
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1061
-300
1062
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1063
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1064
-125
1065
-288
1066
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1067
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1068
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1069
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1070
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1071
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1072
-51
1073
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1074
-22
1075
-33