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
126
$2.2M 0.18%
42,703
+6,029
127
$2.19M 0.18%
18,365
+16,340
128
$2.16M 0.18%
31,692
+30,057
129
$2.15M 0.18%
23,210
+19,261
130
$2.07M 0.17%
31,775
+2,573
131
$2.07M 0.17%
28,724
+6,474
132
$2.01M 0.17%
8,814
+8,756
133
$1.97M 0.16%
8,952
+109
134
$1.97M 0.16%
37,497
-2,421
135
$1.93M 0.16%
18,393
+2,692
136
$1.91M 0.16%
27,507
+10,739
137
$1.89M 0.16%
8,713
-31
138
$1.89M 0.16%
56,287
+3,107
139
$1.87M 0.15%
37,162
+1,809
140
$1.87M 0.15%
17,720
+4,341
141
$1.86M 0.15%
73,599
+31,502
142
$1.85M 0.15%
10,627
+241
143
$1.83M 0.15%
30,387
+1,247
144
$1.76M 0.15%
17,502
-4,126
145
$1.65M 0.14%
18,174
+2,568
146
$1.65M 0.14%
21,827
+172
147
$1.61M 0.13%
53,260
+3,310
148
$1.6M 0.13%
18,883
+5,121
149
$1.59M 0.13%
13,277
-389
150
$1.58M 0.13%
12,999
-108
4 5
6
7 8