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
201
$497K 0.05%
15,683
-800
202
$484K 0.05%
10,329
+3,301
203
$481K 0.05%
6,037
+287
204
$480K 0.05%
11,984
-320
205
$465K 0.04%
2,384
+560
206
$465K 0.04%
6,630
+311
207
$458K 0.04%
15,860
-24,988
208
$455K 0.04%
11,877
+698
209
$454K 0.04%
7,403
+1,792
210
$451K 0.04%
6,297
+292
211
$445K 0.04%
17,530
+685
212
$442K 0.04%
7,208
-145
213
$439K 0.04%
3,297
-10
214
$431K 0.04%
5,869
+2,648
215
$415K 0.04%
20,012
216
$413K 0.04%
5,644
-150
217
$413K 0.04%
2,217
+90
218
$410K 0.04%
4,721
+217
219
$406K 0.04%
7,679
+133
220
$391K 0.04%
2,439
221
$390K 0.04%
14,809
-655
222
$385K 0.04%
15,657
+731
223
$383K 0.04%
5,244
+1,557
224
$379K 0.04%
6,795
-155
225
$373K 0.04%
6,993
-1,504
7 8
9
10 11