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
$1.06B
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
126
$1.92M 0.18%
11,694
-141
127
$1.86M 0.18%
27,428
-17,804
128
$1.81M 0.17%
38,333
-5,975
129
$1.7M 0.16%
14,786
-172
130
$1.65M 0.15%
+39,366
131
$1.62M 0.15%
7,957
+1,566
132
$1.61M 0.15%
19,859
+11,359
133
$1.59M 0.15%
9,641
-28
134
$1.59M 0.15%
37,933
-320
135
$1.51M 0.14%
+29,499
136
$1.5M 0.14%
47,832
+11,913
137
$1.49M 0.14%
27,529
-19,048
138
$1.47M 0.14%
11,233
+3,354
139
$1.43M 0.13%
25,079
+24,991
140
$1.37M 0.13%
10,675
-1,540
141
$1.36M 0.13%
11,086
-1,575
142
$1.31M 0.12%
+14,262
143
$1.31M 0.12%
26,943
-16
144
$1.28M 0.12%
40,905
-42,665
145
$1.25M 0.12%
19,083
-353
146
$1.23M 0.12%
13,004
-773
147
$1.22M 0.12%
38,688
+1,140
148
$1.21M 0.11%
10,080
-749
149
$1.19M 0.11%
8,675
+124
150
$1.18M 0.11%
24,517
-3,527
4 5
6
7 8