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
$1.06B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.99M
3
+$3.23M
4
V icon
Visa
V
+$3.21M
5
SWK icon
Stanley Black & Decker
SWK
+$3.19M

Top Sells

1
+$4.19M
2
+$2.44M
3
+$2.33M
4
MET icon
MetLife
MET
+$2.12M
5
AFL icon
Aflac
AFL
+$1.92M

Sector Composition

1 Financials 10.96%
2 Technology 9.33%
3 Healthcare 8.21%
4 Industrials 7.84%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.61M 0.24%
25,190
+7,788
102
$2.6M 0.24%
19,075
+11,242
103
$2.56M 0.24%
106,749
+20,460
104
$2.56M 0.24%
20,578
+2,620
105
$2.54M 0.24%
35,255
+6,105
106
$2.5M 0.23%
50,249
+11,580
107
$2.5M 0.23%
58,051
-488
108
$2.46M 0.23%
19,588
-5,786
109
$2.42M 0.23%
85,005
-4,290
110
$2.41M 0.23%
43,295
+277
111
$2.4M 0.23%
10,434
+9
112
$2.36M 0.22%
34,802
+5,505
113
$2.34M 0.22%
18,734
-6,090
114
$2.33M 0.22%
10,020
+599
115
$2.29M 0.22%
70,500
+6,593
116
$2.27M 0.21%
10,419
-362
117
$2.26M 0.21%
176,220
-44,530
118
$2.24M 0.21%
11,955
+1,159
119
$2.19M 0.21%
40,852
+20,768
120
$2.17M 0.2%
42,043
+714
121
$2.15M 0.2%
36,503
+1,398
122
$2.06M 0.19%
12,587
+11,713
123
$2.04M 0.19%
13,121
+1,132
124
$2.02M 0.19%
60,270
-1,335
125
$1.95M 0.18%
89,785
+18,666
3 4
5
6 7