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
426
$23.8K ﹤0.01%
600
427
$23.1K ﹤0.01%
+630
428
$23.1K ﹤0.01%
300
429
$22.9K ﹤0.01%
200
-100
430
$22.7K ﹤0.01%
580
431
$22.4K ﹤0.01%
328
-23,010
432
$22K ﹤0.01%
+211
433
$22K ﹤0.01%
300
-250
434
$21.9K ﹤0.01%
352
+200
435
$21.8K ﹤0.01%
255
+55
436
$21.8K ﹤0.01%
144
+73
437
$21.6K ﹤0.01%
224
-1
438
$21.4K ﹤0.01%
+311
439
$21.2K ﹤0.01%
+860
440
$21.1K ﹤0.01%
+239
441
$21K ﹤0.01%
+1,062
442
$21K ﹤0.01%
+472
443
$21K ﹤0.01%
239
+40
444
$20.9K ﹤0.01%
+624
445
$20.5K ﹤0.01%
500
-304
446
$20.3K ﹤0.01%
150
447
$20.2K ﹤0.01%
500
-300
448
$20.2K ﹤0.01%
1,333
-31
449
$19.1K ﹤0.01%
+660
450
$19.1K ﹤0.01%
681
+504
16 17
18
19 20