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
351
$67.7K 0.01%
1,622
+587
352
$63.3K 0.01%
2,498
353
$62.9K 0.01%
815
354
$62.5K 0.01%
4,166
-98
355
$61.1K 0.01%
2,388
356
$59.7K 0.01%
842
357
$59.6K 0.01%
511
-265
358
$57.8K 0.01%
754
+454
359
$57.7K 0.01%
1,900
+20
360
$56.8K 0.01%
1,045
-23
361
$56.7K 0.01%
2,045
-1
362
$54.6K 0.01%
473
-223
363
$53.1K 0.01%
2,250
364
$51.7K 0.01%
410
365
$50.9K 0.01%
2,000
366
$50.1K 0.01%
2,535
-227
367
$49.3K 0.01%
685
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368
$48.1K 0.01%
801
-44
369
$46.5K 0.01%
2,225
+840
370
$44.1K 0.01%
+3,000
371
$43.7K 0.01%
278
-349
372
$43.6K 0.01%
3,000
373
$43.1K 0.01%
850
374
$41.8K 0.01%
756
+185
375
$41.2K 0.01%
2,202
13 14
15
16 17