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
301
$146K 0.02%
+2,095
302
$145K 0.02%
1,703
-1,271
303
$142K 0.02%
5,250
-5,250
304
$139K 0.02%
+4,600
305
$137K 0.02%
5,125
-625
306
$137K 0.02%
1,672
+552
307
$133K 0.02%
11,798
+9,723
308
$130K 0.02%
+1,078
309
$127K 0.02%
876
-510
310
$126K 0.02%
1,769
-1,081
311
$124K 0.02%
627
+291
312
$124K 0.02%
1,251
+1,057
313
$122K 0.02%
482
-287
314
$121K 0.02%
1,427
-882
315
$121K 0.02%
+16,954
316
$117K 0.02%
880
-4,885
317
$116K 0.02%
+1,576
318
$115K 0.02%
979
+731
319
$115K 0.02%
4,665
-2,698
320
$114K 0.02%
4,450
-39,575
321
$112K 0.02%
+4,375
322
$110K 0.02%
2,086
+413
323
$103K 0.01%
7,296
-12,015
324
$102K 0.01%
2,700
+1,670
325
$102K 0.01%
3,800
11 12
13
14 15