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
$699M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$17.4M
3
+$15.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.6M

Top Sells

1
+$6.02M
2
+$3.63M
3
+$2.58M
4
QCOM icon
Qualcomm
QCOM
+$2.03M
5
LYB icon
LyondellBasell Industries
LYB
+$1.71M

Sector Composition

1 Financials 12.49%
2 Healthcare 10.42%
3 Industrials 9.78%
4 Technology 8.55%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.04%
4,710
-48,399
252
$248K 0.04%
+7,279
253
$247K 0.04%
+25,728
254
$246K 0.04%
2,303
-63
255
$243K 0.03%
+4,159
256
$240K 0.03%
7,206
+1,412
257
$237K 0.03%
2,439
+2,371
258
$233K 0.03%
+7,033
259
$232K 0.03%
+7,934
260
$232K 0.03%
6,366
+1,216
261
$228K 0.03%
3,737
+1,564
262
$227K 0.03%
6,000
-4,125
263
$223K 0.03%
+2,800
264
$221K 0.03%
7,305
+4,420
265
$217K 0.03%
7,550
-10,125
266
$213K 0.03%
4,929
-33,060
267
$213K 0.03%
2,837
+1,771
268
$213K 0.03%
2,652
+545
269
$212K 0.03%
+3,379
270
$211K 0.03%
7,537
-5,360
271
$211K 0.03%
+3,202
272
$211K 0.03%
+3,745
273
$211K 0.03%
+9,643
274
$208K 0.03%
13,422
+2,640
275
$205K 0.03%
+3,391
9 10
11
12 13