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
276
$231K 0.03%
+2,266
277
$231K 0.03%
9,225
-16,075
278
$231K 0.03%
6,924
+6,324
279
$231K 0.03%
7,468
+262
280
$227K 0.03%
3,491
-4,675
281
$226K 0.03%
+3,694
282
$225K 0.03%
8,214
+280
283
$219K 0.03%
1,557
+96
284
$217K 0.03%
4,374
-555
285
$216K 0.03%
7,350
-200
286
$216K 0.03%
18,272
+1,563
287
$210K 0.03%
2,769
+117
288
$208K 0.03%
2,387
+84
289
$207K 0.03%
4,250
-23,861
290
$206K 0.03%
7,276
+243
291
$204K 0.03%
3,879
+134
292
$198K 0.03%
6,849
+268
293
$189K 0.03%
+4,768
294
$184K 0.02%
2,969
-1,253
295
$183K 0.02%
5,500
-500
296
$182K 0.02%
+1,228
297
$178K 0.02%
2,185
-652
298
$178K 0.02%
2,000
-800
299
$175K 0.02%
1,429
-119
300
$172K 0.02%
3,105
-90
10 11
12
13 14