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
426
$18.6K ﹤0.01%
+148
427
$18.2K ﹤0.01%
300
428
$17.7K ﹤0.01%
+2,830
429
$17.2K ﹤0.01%
92
-11
430
$16.9K ﹤0.01%
478
+186
431
$15.9K ﹤0.01%
139
+38
432
$15.6K ﹤0.01%
300
-10,577
433
$15.5K ﹤0.01%
183
+10
434
$15.3K ﹤0.01%
+1,104
435
$15.3K ﹤0.01%
618
+246
436
$14.9K ﹤0.01%
350
-209
437
$14.8K ﹤0.01%
587
+534
438
$14.7K ﹤0.01%
405
-32
439
$14.4K ﹤0.01%
200
440
$14.4K ﹤0.01%
+864
441
$13.8K ﹤0.01%
404
-7,759
442
$13.8K ﹤0.01%
738
-232
443
$13.7K ﹤0.01%
527
-183
444
$13.6K ﹤0.01%
400
-271
445
$13.5K ﹤0.01%
282
+9
446
$13.5K ﹤0.01%
500
-700
447
$13.4K ﹤0.01%
250
+155
448
$13.3K ﹤0.01%
228
-1,325
449
$13K ﹤0.01%
116
-114
450
$12.9K ﹤0.01%
200
+176
16 17
18
19 20