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
$791M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.86M
3
+$3.03M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.14M
5
OXY icon
Occidental Petroleum
OXY
+$2.13M

Top Sells

1
+$17.7M
2
+$2.37M
3
+$2.17M
4
CVS icon
CVS Health
CVS
+$1.91M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$1.8M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.24%
3 Technology 8.97%
4 Industrials 8.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$76.2K 0.01%
711
377
$72.8K 0.01%
1,349
378
$70.4K 0.01%
962
-280
379
$69.1K 0.01%
986
+558
380
$69.1K 0.01%
2,498
381
$65K 0.01%
+2,700
382
$63.7K 0.01%
460
+50
383
$63.2K 0.01%
750
-65
384
$61.9K 0.01%
2,388
385
$61.8K 0.01%
4,166
386
$61.7K 0.01%
+1,280
387
$61.3K 0.01%
1,111
-380
388
$60.7K 0.01%
754
389
$60.1K 0.01%
525
-400
390
$59.5K 0.01%
2,045
391
$58.8K 0.01%
700
+636
392
$57K 0.01%
+2,000
393
$56.8K 0.01%
2,833
+298
394
$55.6K 0.01%
500
-443
395
$55.1K 0.01%
742
-100
396
$54.5K 0.01%
1,045
397
$54.1K 0.01%
1,214
+963
398
$54.1K 0.01%
+4,137
399
$52.4K 0.01%
281
+3
400
$51.3K 0.01%
1,095
+365
14 15
16
17 18