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
376
$39.3K 0.01%
550
-283
377
$39.2K 0.01%
2,202
378
$38.4K 0.01%
2,400
379
$37.9K 0.01%
+200
380
$36.4K 0.01%
710
+415
381
$36.2K 0.01%
243
+23
382
$36.1K 0.01%
2,803
383
$36K 0.01%
730
384
$35.7K 0.01%
+1,303
385
$35.7K 0.01%
1,129
+342
386
$35.2K 0.01%
+710
387
$34.8K 0.01%
370
+250
388
$34.3K ﹤0.01%
563
389
$33.8K ﹤0.01%
500
+477
390
$33.1K ﹤0.01%
551
391
$32.8K ﹤0.01%
1,250
392
$32.4K ﹤0.01%
+571
393
$32.3K ﹤0.01%
1,250
394
$32.1K ﹤0.01%
+2,392
395
$31.2K ﹤0.01%
+800
396
$30.7K ﹤0.01%
300
-6,552
397
$30.7K ﹤0.01%
804
+206
398
$28.8K ﹤0.01%
498
-2,090
399
$28K ﹤0.01%
344
+222
400
$26.8K ﹤0.01%
501
-449
14 15
16
17 18