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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.43M 0.21%
11,368
+543
127
$3.41M 0.21%
33,262
+4,951
128
$3.35M 0.21%
10,273
+71
129
$3.31M 0.2%
22,022
-760
130
$3.25M 0.2%
24,545
+149
131
$3.2M 0.2%
24,971
+781
132
$3.16M 0.2%
65,929
+11,304
133
$3.15M 0.19%
99,170
+5,016
134
$3.11M 0.19%
11,389
-2,289
135
$3.1M 0.19%
14,162
-206
136
$3.05M 0.19%
32,134
+1,394
137
$3.04M 0.19%
23,692
+727
138
$3.04M 0.19%
89,108
-5,559
139
$3.03M 0.19%
13,186
+531
140
$2.97M 0.18%
55,223
-4,243
141
$2.82M 0.17%
17,505
+375
142
$2.82M 0.17%
75,040
+33,740
143
$2.78M 0.17%
47,467
-4,709
144
$2.69M 0.17%
45,991
+1,507
145
$2.67M 0.17%
74,871
+2,149
146
$2.67M 0.17%
19,209
+14,708
147
$2.64M 0.16%
30,380
-813
148
$2.61M 0.16%
131,359
+9,417
149
$2.61M 0.16%
36,967
+2,424
150
$2.53M 0.16%
37,616
+2,660
4 5
6
7 8