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
351
$57.8K 0.01%
+2,498
352
$57.8K 0.01%
842
-49
353
$57.8K 0.01%
2,762
-1,709
354
$56K 0.01%
+6,474
355
$55.7K 0.01%
815
-79
356
$54K 0.01%
2,250
-3,650
357
$53.8K 0.01%
2,093
+1,743
358
$53.6K 0.01%
1,035
-4,974
359
$53K 0.01%
2,100
-38,525
360
$52K 0.01%
410
+125
361
$51.1K 0.01%
1,068
-16,337
362
$49.5K 0.01%
2,000
363
$47.3K 0.01%
2,388
-5,006
364
$46.7K 0.01%
400
+363
365
$44.3K 0.01%
+545
366
$43.4K 0.01%
+3,000
367
$43.4K 0.01%
+845
368
$42.4K 0.01%
724
+474
369
$41.9K 0.01%
850
-439
370
$41.8K 0.01%
+2,610
371
$41.7K 0.01%
+400
372
$40.6K 0.01%
+1,000
373
$39.8K 0.01%
2,300
-36,455
374
$39.5K 0.01%
589
375
$39.5K 0.01%
1,550
+150
13 14
15
16 17