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
201
$1.04M 0.06%
9,221
-866
202
$1.03M 0.06%
6,338
+306
203
$1.02M 0.06%
4,387
+167
204
$1.02M 0.06%
7,606
+205
205
$1.02M 0.06%
18,000
206
$1.01M 0.06%
28,320
+951
207
$977K 0.06%
35,580
+1,800
208
$971K 0.06%
15,899
+141
209
$962K 0.06%
11,364
+72
210
$953K 0.06%
7,579
-97
211
$948K 0.06%
8,580
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212
$915K 0.06%
17,833
+10,866
213
$911K 0.06%
10,701
+929
214
$902K 0.06%
8,009
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215
$900K 0.06%
9,034
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216
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28,360
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217
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19,517
-1,272
218
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758
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219
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20,693
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220
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28,285
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221
$832K 0.05%
9,000
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222
$792K 0.05%
14,056
+11,504
223
$791K 0.05%
15,745
-90
224
$751K 0.05%
13,962
-17,629
225
$741K 0.05%
4,807
+208
7 8
9
10 11