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
301
$161K 0.02%
2,953
-1,757
302
$160K 0.02%
19,802
+2,848
303
$158K 0.02%
1,413
+162
304
$157K 0.02%
3,365
-10,615
305
$156K 0.02%
2,050
-20
306
$154K 0.02%
5,250
307
$149K 0.02%
5,800
-375
308
$147K 0.02%
2,095
309
$146K 0.02%
2,679
+2,600
310
$139K 0.02%
1,726
-43
311
$137K 0.02%
3,418
-106
312
$136K 0.02%
4,185
-480
313
$134K 0.02%
1,650
-800
314
$127K 0.02%
482
315
$123K 0.02%
1,576
316
$122K 0.02%
2,362
+1,652
317
$121K 0.02%
1,352
-75
318
$119K 0.02%
4,525
-600
319
$119K 0.02%
2,142
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320
$118K 0.02%
2,210
+2,030
321
$118K 0.02%
1,400
-303
322
$109K 0.01%
2,850
+150
323
$108K 0.01%
1,247
-425
324
$106K 0.01%
1,765
325
$106K 0.01%
796
+107
11 12
13
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