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
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,215
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.92M
3
+$2.68M
4
RTN
Raytheon Company
RTN
+$2.48M
5
HAL icon
Halliburton
HAL
+$2.41M

Top Sells

1
+$3.83M
2
+$2.76M
3
+$2.56M
4
CAG icon
Conagra Brands
CAG
+$2.3M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.98M

Sector Composition

1 Financials 10.83%
2 Technology 9.18%
3 Healthcare 8.25%
4 Industrials 7.68%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.15%
8,719
-2,096
127
$1.8M 0.15%
9,454
-26
128
$1.76M 0.15%
28,415
+1,266
129
$1.75M 0.15%
94,800
-7,330
130
$1.64M 0.14%
28,879
+4,618
131
$1.61M 0.13%
8,749
-2,231
132
$1.58M 0.13%
13,293
-1,520
133
$1.52M 0.13%
41,814
-2,496
134
$1.5M 0.12%
11,722
+660
135
$1.48M 0.12%
14,341
-5,329
136
$1.47M 0.12%
38,282
+28,802
137
$1.46M 0.12%
44,674
-4,275
138
$1.44M 0.12%
13,168
-845
139
$1.42M 0.12%
22,187
-1,106
140
$1.42M 0.12%
23,282
+7,272
141
$1.42M 0.12%
22,343
+5,358
142
$1.32M 0.11%
11,535
-495
143
$1.3M 0.11%
9,340
-7,242
144
$1.26M 0.1%
35,056
-2,832
145
$1.25M 0.1%
12,927
-732
146
$1.25M 0.1%
16,974
-1,834
147
$1.23M 0.1%
8,293
-36
148
$1.17M 0.1%
25,206
+1,173
149
$1.13M 0.09%
18,646
+1,259
150
$1.13M 0.09%
26,401
-1,437
4 5
6
7 8