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
176
$1.02M 0.08%
36,900
+3,648
177
$1.01M 0.08%
6,573
-198
178
$993K 0.08%
23,180
+2,610
179
$993K 0.08%
12,659
-4,192
180
$985K 0.08%
18,000
+3,000
181
$985K 0.08%
41,074
-13
182
$982K 0.08%
26,628
-2,879
183
$966K 0.08%
2,945
-355
184
$963K 0.08%
823
-6
185
$960K 0.08%
10,801
+3,074
186
$939K 0.08%
17,141
-627
187
$930K 0.08%
9,586
-98
188
$929K 0.08%
8,880
+3,037
189
$920K 0.08%
7,759
-387
190
$917K 0.08%
8,126
-1,090
191
$913K 0.08%
12,016
-55
192
$901K 0.07%
16,194
-2,589
193
$893K 0.07%
6,564
+2,694
194
$893K 0.07%
11,170
+985
195
$882K 0.07%
12,432
-118
196
$876K 0.07%
30,471
-513
197
$873K 0.07%
6,477
+4
198
$869K 0.07%
3,611
-105
199
$855K 0.07%
4,304
-13
200
$855K 0.07%
4,123
-4,595
6 7
8
9 10