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
176
$745K 0.07%
6,235
-330
177
$740K 0.07%
4,737
-120
178
$721K 0.07%
13,336
+480
179
$718K 0.07%
13,863
-1,017
180
$710K 0.07%
48,670
-3
181
$698K 0.07%
10,177
-685
182
$677K 0.06%
13,181
+215
183
$666K 0.06%
17,116
+816
184
$646K 0.06%
7,932
+461
185
$627K 0.06%
11,528
-17,538
186
$620K 0.06%
7,168
+575
187
$612K 0.06%
30,065
+1,613
188
$608K 0.06%
5,788
+4,337
189
$603K 0.06%
10,517
-17,009
190
$602K 0.06%
18,832
+990
191
$594K 0.06%
18,845
-8,793
192
$585K 0.06%
+12,731
193
$580K 0.05%
4,167
-130
194
$576K 0.05%
12,700
-1,690
195
$573K 0.05%
4,832
-41
196
$542K 0.05%
4,765
-8
197
$522K 0.05%
11,410
-714
198
$514K 0.05%
6,131
-20
199
$505K 0.05%
17,008
+550
200
$503K 0.05%
9,275
-815
6 7
8
9 10