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
476
$14.7K ﹤0.01%
403
+390
477
$14.7K ﹤0.01%
+1,000
478
$14.7K ﹤0.01%
575
-1,525
479
$14.7K ﹤0.01%
250
480
$14.6K ﹤0.01%
+281
481
$14.6K ﹤0.01%
527
482
$14.5K ﹤0.01%
200
483
$14.4K ﹤0.01%
200
-144
484
$14.3K ﹤0.01%
+521
485
$14.2K ﹤0.01%
250
-22,076
486
$14K ﹤0.01%
170
+163
487
$13.8K ﹤0.01%
+189
488
$13.8K ﹤0.01%
519
+500
489
$13.7K ﹤0.01%
+266
490
$13.7K ﹤0.01%
+316
491
$13K ﹤0.01%
+1,014
492
$12.6K ﹤0.01%
281
+223
493
$12.4K ﹤0.01%
300
-5
494
$12.4K ﹤0.01%
800
+110
495
$12.3K ﹤0.01%
+124
496
$12.1K ﹤0.01%
1,236
497
$12K ﹤0.01%
900
498
$12K ﹤0.01%
+212
499
$12K ﹤0.01%
232
+144
500
$11.9K ﹤0.01%
101
-38
18 19
20
21 22