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
$1.62B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.16M
3
+$2.05M
4
V icon
Visa
V
+$1.92M
5
FRC
First Republic Bank
FRC
+$1.49M

Top Sells

1
+$1.72M
2
+$1.64M
3
+$1.35M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
RTN
Raytheon Company
RTN
+$1.14M

Sector Composition

1 Technology 12.28%
2 Financials 10.71%
3 Healthcare 8.74%
4 Consumer Discretionary 8.34%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.61M 0.1%
90,376
+135
177
$1.57M 0.1%
14,911
178
$1.56M 0.1%
26,852
-2,478
179
$1.53M 0.09%
12,334
-20
180
$1.49M 0.09%
+12,684
181
$1.46M 0.09%
7,938
+375
182
$1.4M 0.09%
12,659
-603
183
$1.35M 0.08%
25,257
-1,678
184
$1.35M 0.08%
25,174
+779
185
$1.34M 0.08%
44,777
-2,817
186
$1.34M 0.08%
6,943
+425
187
$1.27M 0.08%
+25,148
188
$1.25M 0.08%
30,264
-1,944
189
$1.24M 0.08%
13,218
+331
190
$1.23M 0.08%
8,573
+194
191
$1.22M 0.08%
12,232
+810
192
$1.21M 0.07%
14,380
+1,128
193
$1.2M 0.07%
46,159
-11,797
194
$1.2M 0.07%
13,121
-917
195
$1.18M 0.07%
16,795
+1,063
196
$1.16M 0.07%
18,668
-1,906
197
$1.13M 0.07%
17,573
+2,676
198
$1.1M 0.07%
15,480
199
$1.08M 0.07%
20,384
-2,081
200
$1.05M 0.07%
3,497
+231
6 7
8
9 10