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
251
$275K 0.04%
+11,175
252
$273K 0.04%
4,332
+173
253
$272K 0.04%
2,656
-92
254
$271K 0.04%
2,439
255
$271K 0.04%
3,539
+527
256
$270K 0.04%
+9,032
257
$270K 0.04%
26,876
+1,148
258
$269K 0.04%
20,432
+2,475
259
$268K 0.04%
7,087
+230
260
$267K 0.04%
+3,077
261
$265K 0.04%
5,477
-1,762
262
$261K 0.04%
6,597
+231
263
$260K 0.04%
6,515
-1,163
264
$256K 0.03%
11,852
-400
265
$255K 0.03%
17,262
266
$253K 0.03%
7,390
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267
$253K 0.03%
8,728
+4,128
268
$252K 0.03%
3,866
+3,786
269
$250K 0.03%
1,570
+98
270
$250K 0.03%
+3,523
271
$248K 0.03%
1,867
-26
272
$246K 0.03%
+6,989
273
$240K 0.03%
1,242
+1,234
274
$234K 0.03%
7,251
+3,385
275
$233K 0.03%
13,962
+540
9 10
11
12 13