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
451
$18.9K ﹤0.01%
485
-23
452
$18.6K ﹤0.01%
300
453
$18.5K ﹤0.01%
408
+169
454
$18.4K ﹤0.01%
799
+613
455
$18.2K ﹤0.01%
116
-10,477
456
$18.2K ﹤0.01%
+162
457
$17.5K ﹤0.01%
22
+15
458
$17.3K ﹤0.01%
+560
459
$17.1K ﹤0.01%
177
+137
460
$17K ﹤0.01%
+668
461
$17K ﹤0.01%
500
462
$16.8K ﹤0.01%
2,830
463
$16.7K ﹤0.01%
275
+249
464
$16.6K ﹤0.01%
+241
465
$16.5K ﹤0.01%
350
466
$16.5K ﹤0.01%
195
+190
467
$16.4K ﹤0.01%
111
+40
468
$16.3K ﹤0.01%
74
+52
469
$16K ﹤0.01%
+443
470
$15.6K ﹤0.01%
+9
471
$15.4K ﹤0.01%
+501
472
$15.4K ﹤0.01%
+171
473
$15.4K ﹤0.01%
+216
474
$15.1K ﹤0.01%
+172
475
$15.1K ﹤0.01%
405
17 18
19
20 21