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
151
$1.11M 0.09%
17,162
-1,612
152
$1.1M 0.09%
41,032
-2,467
153
$1.09M 0.09%
20,963
+1,815
154
$1.09M 0.09%
18,456
+5,823
155
$1.08M 0.09%
97,828
+12,683
156
$1.08M 0.09%
22,841
-13,954
157
$1.07M 0.09%
31,575
-68,289
158
$1.01M 0.08%
7,238
-238
159
$1M 0.08%
8,074
-237
160
$971K 0.08%
20,705
-1,143
161
$958K 0.08%
21,160
+12,460
162
$946K 0.08%
886
-52
163
$943K 0.08%
32,599
+1,461
164
$933K 0.08%
8,767
-516
165
$923K 0.08%
+6,073
166
$899K 0.07%
6,875
-262
167
$874K 0.07%
13,374
+10,996
168
$867K 0.07%
33,519
-1,173
169
$847K 0.07%
17,563
-2,565
170
$844K 0.07%
17,423
-731
171
$829K 0.07%
4,620
-27
172
$829K 0.07%
12,553
-658
173
$805K 0.07%
7,172
-214
174
$800K 0.07%
5,445
+730
175
$796K 0.07%
8,660
+135
5 6
7
8 9