MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
+$8.14M
2
+$4.21M
3
+$3.73M
4
HON icon
Honeywell
HON
+$3.26M
5
EMR icon
Emerson Electric
EMR
+$2.05M

Top Sells

1
+$3.81M
2
+$3.26M
3
+$3.22M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.08M

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
101
$2.95M 0.24%
48,676
+4,642
102
$2.93M 0.24%
62,368
+4,982
103
$2.9M 0.24%
31,098
-13,581
104
$2.87M 0.24%
49,454
+2,535
105
$2.86M 0.24%
42,058
-1,798
106
$2.86M 0.24%
82,174
+9,238
107
$2.84M 0.23%
58,955
-925
108
$2.76M 0.23%
19,607
+108
109
$2.76M 0.23%
119,375
+1,465
110
$2.76M 0.23%
14,446
-148
111
$2.73M 0.23%
32,211
+4,569
112
$2.72M 0.23%
78,520
+822
113
$2.52M 0.21%
10,023
+251
114
$2.52M 0.21%
100,350
-3,946
115
$2.46M 0.2%
39,590
-3,826
116
$2.44M 0.2%
31,276
-940
117
$2.44M 0.2%
22,227
+109
118
$2.4M 0.2%
42,138
+5,508
119
$2.4M 0.2%
11,199
-525
120
$2.35M 0.19%
13,791
+55
121
$2.32M 0.19%
73,861
+4,579
122
$2.28M 0.19%
25,554
+1,655
123
$2.28M 0.19%
13,328
+5,281
124
$2.26M 0.19%
44,738
+960
125
$2.26M 0.19%
21,831
+3,650
3 4
5
6 7