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
276
$205K 0.03%
3,012
+877
277
$201K 0.03%
1,472
+307
278
$199K 0.03%
+5,729
279
$198K 0.03%
6,581
+1,303
280
$198K 0.03%
+8,133
281
$193K 0.03%
1,548
-10,213
282
$192K 0.03%
+3,866
283
$191K 0.03%
2,450
-600
284
$189K 0.03%
17,957
+8,520
285
$187K 0.03%
+4,267
286
$185K 0.03%
7,167
+4,217
287
$183K 0.03%
1,461
+272
288
$176K 0.03%
+2,637
289
$174K 0.02%
1,356
+322
290
$169K 0.02%
3,195
-8,112
291
$163K 0.02%
12,362
+12,319
292
$163K 0.02%
3,258
-40,516
293
$162K 0.02%
4,048
+1,912
294
$160K 0.02%
6,175
-1,050
295
$160K 0.02%
+16,709
296
$158K 0.02%
3,524
-23,358
297
$157K 0.02%
+2,070
298
$153K 0.02%
2,304
+529
299
$151K 0.02%
5,338
-816
300
$150K 0.02%
6,835
+790
10 11
12
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