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
201
$531K 0.04%
8,277
+538
202
$531K 0.04%
8,323
-742
203
$516K 0.04%
10,707
-365
204
$515K 0.04%
6,669
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205
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4,400
206
$493K 0.04%
20,012
207
$491K 0.04%
5,404
+246
208
$489K 0.04%
3,459
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209
$488K 0.04%
13,930
-4,390
210
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14,568
-375
211
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5,087
-768
212
$483K 0.04%
16,402
-531
213
$482K 0.04%
47,496
214
$471K 0.04%
10,000
215
$438K 0.04%
1,922
+84
216
$437K 0.04%
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217
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7,752
+7,364
218
$433K 0.04%
3,450
+3,250
219
$428K 0.04%
6,489
+310
220
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2,439
221
$425K 0.04%
2,272
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222
$421K 0.03%
6,751
+249
223
$415K 0.03%
6,020
+269
224
$411K 0.03%
7,615
+6,710
225
$411K 0.03%
2,357
+100
7 8
9
10 11