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
151
$1.58M 0.13%
21,574
-46
152
$1.53M 0.13%
11,824
-16
153
$1.46M 0.12%
8,456
-537
154
$1.45M 0.12%
45,456
+9,619
155
$1.42M 0.12%
27,007
+5,526
156
$1.42M 0.12%
21,721
+15,856
157
$1.41M 0.12%
22,346
-483
158
$1.39M 0.12%
32,648
-652
159
$1.36M 0.11%
36,190
-7,905
160
$1.35M 0.11%
8,528
+3,357
161
$1.34M 0.11%
28,870
+3,043
162
$1.31M 0.11%
18,842
-1,197
163
$1.28M 0.11%
8,283
-2,288
164
$1.27M 0.11%
9,140
+3,709
165
$1.25M 0.1%
24,060
-1,514
166
$1.24M 0.1%
11,399
-921
167
$1.19M 0.1%
104,670
+15,698
168
$1.19M 0.1%
24,301
+302
169
$1.16M 0.1%
10,321
-122
170
$1.16M 0.1%
17,891
-8,175
171
$1.14M 0.09%
7,538
-1,493
172
$1.11M 0.09%
14,911
173
$1.04M 0.09%
34,022
-291
174
$1.03M 0.09%
17,720
+7,371
175
$1.02M 0.08%
19,634
+931
5 6
7
8 9