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
$741M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.64M
3
+$2.41M
4
CBRE icon
CBRE Group
CBRE
+$2.37M
5
CVX icon
Chevron
CVX
+$2.29M

Top Sells

1
+$2.44M
2
+$2.24M
3
+$2.07M
4
EOG icon
EOG Resources
EOG
+$1.9M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.75M

Sector Composition

1 Financials 10.94%
2 Industrials 10.22%
3 Healthcare 10.02%
4 Technology 8.79%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$398K 0.05%
+15,100
227
$395K 0.05%
10,302
+10,278
228
$394K 0.05%
+15,650
229
$394K 0.05%
13,661
-1,445
230
$390K 0.05%
23,348
+903
231
$387K 0.05%
8,179
+440
232
$383K 0.05%
4,837
-545
233
$380K 0.05%
12,209
-501
234
$367K 0.05%
17,336
-1,057
235
$364K 0.05%
+11,486
236
$364K 0.05%
15,864
+628
237
$362K 0.05%
5,161
+1,770
238
$350K 0.05%
13,725
-1,575
239
$345K 0.05%
5,500
+210
240
$345K 0.05%
11,939
-340
241
$339K 0.05%
14,373
+504
242
$336K 0.05%
6,324
-920
243
$321K 0.04%
+2,708
244
$320K 0.04%
11,377
+745
245
$308K 0.04%
7,610
+331
246
$302K 0.04%
5,172
+1,435
247
$298K 0.04%
+6,727
248
$284K 0.04%
+2,503
249
$283K 0.04%
+2,037
250
$279K 0.04%
+9,994
8 9
10
11 12