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
151
$1.15M 0.11%
48,210
-7,265
152
$1.12M 0.11%
12,258
-204
153
$1.11M 0.1%
18,661
+16,650
154
$1.09M 0.1%
24,449
+1,309
155
$1.04M 0.1%
17,131
+840
156
$1.03M 0.1%
19,670
+1,845
157
$1.02M 0.1%
+11,433
158
$1.01M 0.09%
19,686
+11,536
159
$986K 0.09%
6,919
-7,973
160
$975K 0.09%
4,870
-251
161
$973K 0.09%
87,033
+16,005
162
$970K 0.09%
18,698
-918
163
$966K 0.09%
7,611
-100
164
$966K 0.09%
17,509
-425
165
$944K 0.09%
967
-14
166
$926K 0.09%
8,579
+1,478
167
$921K 0.09%
17,465
+220
168
$907K 0.09%
18,180
+50
169
$890K 0.08%
30,191
+23,050
170
$853K 0.08%
31,748
+1,423
171
$832K 0.08%
9,550
-120
172
$829K 0.08%
35,817
-945
173
$790K 0.07%
11,850
-64
174
$781K 0.07%
4,660
+962
175
$750K 0.07%
7,719
+853
5 6
7
8 9