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
401
$31.5K ﹤0.01%
776
+176
402
$29.8K ﹤0.01%
+924
403
$29.4K ﹤0.01%
294
+194
404
$29.3K ﹤0.01%
+1,600
405
$28.8K ﹤0.01%
522
-29
406
$28.4K ﹤0.01%
428
+200
407
$28.4K ﹤0.01%
241
+26
408
$28.3K ﹤0.01%
730
409
$28.1K ﹤0.01%
+1,000
410
$28K ﹤0.01%
486
-15
411
$28K ﹤0.01%
256
+140
412
$27.8K ﹤0.01%
626
+344
413
$27.2K ﹤0.01%
322
+245
414
$26.8K ﹤0.01%
646
+581
415
$26.6K ﹤0.01%
1,936
416
$26.6K ﹤0.01%
188
-337
417
$26.4K ﹤0.01%
612
+544
418
$26K ﹤0.01%
3,024
-3,450
419
$25.8K ﹤0.01%
+399
420
$25.2K ﹤0.01%
4,952
+4,200
421
$25.2K ﹤0.01%
1,000
422
$25.1K ﹤0.01%
+899
423
$25K ﹤0.01%
638
+160
424
$24.7K ﹤0.01%
400
-163
425
$24.3K ﹤0.01%
524
15 16
17
18 19