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
326
$101K 0.01%
2,488
-1,560
327
$99.5K 0.01%
925
+555
328
$99.3K 0.01%
3,925
-525
329
$99.2K 0.01%
+943
330
$98.3K 0.01%
3,800
331
$96.1K 0.01%
3,148
-2,190
332
$93.7K 0.01%
3,050
-300
333
$93.1K 0.01%
6,896
-400
334
$91.7K 0.01%
1,491
-95
335
$89.8K 0.01%
754
+354
336
$89.6K 0.01%
1,087
337
$88.7K 0.01%
1,828
338
$87.7K 0.01%
1,242
-1,062
339
$85K 0.01%
6,670
-5,692
340
$84.3K 0.01%
664
-212
341
$83.5K 0.01%
648
-331
342
$83.2K 0.01%
1,806
343
$80K 0.01%
1,188
344
$75.7K 0.01%
711
-232
345
$73.5K 0.01%
1,160
-402
346
$72.6K 0.01%
+1,000
347
$72.6K 0.01%
5,704
+3,312
348
$71.9K 0.01%
1,521
+54
349
$71.4K 0.01%
844
-105
350
$67.9K 0.01%
1,349
-204
12 13
14
15 16