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
176
$790K 0.07%
9,569
-213
177
$785K 0.07%
9,863
-1,395
178
$778K 0.06%
3,062
+2,013
179
$752K 0.06%
4,579
-121
180
$747K 0.06%
30,873
+1,381
181
$742K 0.06%
8,120
+3,472
182
$723K 0.06%
14,587
+350
183
$704K 0.06%
10,946
-419
184
$700K 0.06%
11,702
-844
185
$696K 0.06%
5,019
-18,445
186
$692K 0.06%
5,740
-648
187
$677K 0.06%
19,334
+864
188
$671K 0.06%
5,899
-255
189
$644K 0.05%
5,929
+200
190
$641K 0.05%
16,288
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191
$621K 0.05%
12,744
-5,595
192
$603K 0.05%
5,767
-214
193
$576K 0.05%
12,188
+540
194
$563K 0.05%
4,499
-521
195
$559K 0.05%
+3,897
196
$550K 0.05%
+4,099
197
$544K 0.05%
11,888
-1,070
198
$542K 0.04%
10,608
+471
199
$542K 0.04%
4,765
+89
200
$538K 0.04%
6,960
-318
6 7
8
9 10