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
376
$41.1K 0.01%
+3,249
377
$40.9K 0.01%
444
-26,534
378
$40.6K 0.01%
905
-700
379
$40.5K 0.01%
1,550
380
$40.5K 0.01%
1,162
+33
381
$40.1K 0.01%
2,400
382
$39.5K 0.01%
500
-45
383
$38.8K 0.01%
589
384
$38.3K 0.01%
203
+111
385
$38.1K 0.01%
2,300
386
$37.9K 0.01%
+2,000
387
$37.2K 0.01%
1,000
-200
388
$37.2K 0.01%
1,486
-82,606
389
$36.9K 0.01%
1,500
-2,360
390
$36.8K 0.01%
2,400
-210
391
$36.6K ﹤0.01%
272
-242
392
$36.3K ﹤0.01%
223
-20
393
$36.1K ﹤0.01%
582
-142
394
$35.3K ﹤0.01%
2,803
395
$34K ﹤0.01%
+2,785
396
$32.7K ﹤0.01%
+262
397
$32.3K ﹤0.01%
+1,000
398
$32.3K ﹤0.01%
1,250
399
$32.2K ﹤0.01%
563
+25
400
$32.1K ﹤0.01%
1,250
14 15
16
17 18