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
326
$100K 0.01%
943
+682
327
$99.1K 0.01%
1,586
-220
328
$98.7K 0.01%
+3,860
329
$96.4K 0.01%
3,350
-44,177
330
$91.2K 0.01%
+1,828
331
$90.4K 0.01%
949
+664
332
$90.1K 0.01%
1,562
+816
333
$88.9K 0.01%
+1,600
334
$88.6K 0.01%
+1,087
335
$87.6K 0.01%
776
+415
336
$83K 0.01%
1,806
337
$82.9K 0.01%
689
-1,158
338
$81.9K 0.01%
1,765
339
$74.7K 0.01%
1,605
+100
340
$74.5K 0.01%
525
+177
341
$73.8K 0.01%
1,188
-699
342
$72.7K 0.01%
696
+488
343
$71.7K 0.01%
+1,553
344
$69.6K 0.01%
4,264
345
$66.9K 0.01%
794
-76
346
$65.4K 0.01%
514
+242
347
$63.6K 0.01%
1,880
+122
348
$62.2K 0.01%
+1,200
349
$59.1K 0.01%
1,467
+1,272
350
$58K 0.01%
+2,046
12 13
14
15 16