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
451
$12.8K ﹤0.01%
+350
452
$12.6K ﹤0.01%
200
453
$12.6K ﹤0.01%
305
+186
454
$12.4K ﹤0.01%
50
-604
455
$12.2K ﹤0.01%
203
+166
456
$12.2K ﹤0.01%
1,000
457
$12K ﹤0.01%
+239
458
$11.8K ﹤0.01%
+344
459
$11.8K ﹤0.01%
136
+9
460
$11.8K ﹤0.01%
180
-558
461
$11.8K ﹤0.01%
1,236
462
$11.7K ﹤0.01%
231
-1,227
463
$11.6K ﹤0.01%
+900
464
$11.5K ﹤0.01%
71
465
$11.3K ﹤0.01%
200
-3,181
466
$11.2K ﹤0.01%
165
-108
467
$11.2K ﹤0.01%
+200
468
$11K ﹤0.01%
49
+26
469
$11K ﹤0.01%
+300
470
$11K ﹤0.01%
416
-9,164
471
$10.9K ﹤0.01%
59
+28
472
$10.9K ﹤0.01%
+700
473
$10.9K ﹤0.01%
198
+21
474
$10.8K ﹤0.01%
336
-101
475
$10.7K ﹤0.01%
239
+15
17 18
19
20 21