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
1
$60M 5.64%
1,752,800
+116,520
2
$46M 4.32%
738,241
+51,801
3
$28.8M 2.7%
416,166
+39,646
4
$27.4M 2.57%
689,284
+73,716
5
$25.3M 2.38%
704,432
+48,152
6
$17.3M 1.63%
139,153
+5,246
7
$17.3M 1.62%
439,110
+65,387
8
$14.8M 1.39%
168,695
+19,826
9
$13.7M 1.29%
323,980
-5,400
10
$13.2M 1.24%
123,365
+17,612
11
$11.7M 1.1%
297,985
+5,078
12
$11.6M 1.09%
129,518
+18,852
13
$11.4M 1.07%
79,792
+9,456
14
$11.4M 1.07%
172,698
+16,383
15
$11M 1.04%
98,544
+8,687
16
$10.8M 1.02%
243,880
+7,740
17
$10.6M 1%
63,800
-1,376
18
$9.08M 0.85%
56,753
+5,729
19
$8.89M 0.84%
60,570
+10,039
20
$8.89M 0.83%
37,466
+447
21
$8.66M 0.81%
22,586
+3,192
22
$8.11M 0.76%
219,782
+24,364
23
$8.11M 0.76%
103,781
+10,403
24
$7.73M 0.73%
214,179
+32,100
25
$7.37M 0.69%
227,135
-47,923
1
2 3 4 5