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
401
$26.8K ﹤0.01%
538
+335
402
$25.4K ﹤0.01%
524
+173
403
$25.3K ﹤0.01%
1,385
-6,078
404
$25.2K ﹤0.01%
1,000
405
$25.1K ﹤0.01%
225
-6,581
406
$24.7K ﹤0.01%
233
407
$24.1K ﹤0.01%
+600
408
$23.7K ﹤0.01%
170
+100
409
$23.3K ﹤0.01%
+580
410
$22.9K ﹤0.01%
300
+25
411
$22.8K ﹤0.01%
322
-4,814
412
$22.4K ﹤0.01%
1,936
-376
413
$22.2K ﹤0.01%
800
-2,069
414
$22.2K ﹤0.01%
+1,364
415
$22.1K ﹤0.01%
255
+191
416
$21.8K ﹤0.01%
215
+110
417
$21.5K ﹤0.01%
+1,407
418
$21.2K ﹤0.01%
+600
419
$20.8K ﹤0.01%
505
+177
420
$20.5K ﹤0.01%
600
-746
421
$19.6K ﹤0.01%
199
-275
422
$19.4K ﹤0.01%
150
423
$19.3K ﹤0.01%
300
+100
424
$19.2K ﹤0.01%
+1,262
425
$18.7K ﹤0.01%
508
+196
15 16
17
18 19