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
501
$8.78K ﹤0.01%
203
+91
502
$8.7K ﹤0.01%
+500
503
$8.69K ﹤0.01%
132
504
$8.55K ﹤0.01%
1,043
505
$8.51K ﹤0.01%
+268
506
$8.42K ﹤0.01%
+750
507
$8.36K ﹤0.01%
95
-2,465
508
$8.31K ﹤0.01%
250
-85
509
$8.25K ﹤0.01%
+579
510
$8.19K ﹤0.01%
135
-459
511
$7.75K ﹤0.01%
148
512
$7.72K ﹤0.01%
+92
513
$7.68K ﹤0.01%
+111
514
$7.42K ﹤0.01%
32
-4,907
515
$7.36K ﹤0.01%
100
-1,200
516
$7.35K ﹤0.01%
270
517
$7.23K ﹤0.01%
+513
518
$7.2K ﹤0.01%
+248
519
$7.2K ﹤0.01%
100
520
$7.19K ﹤0.01%
45
521
$7.11K ﹤0.01%
+132
522
$7.1K ﹤0.01%
+348
523
$7.01K ﹤0.01%
79
524
$6.81K ﹤0.01%
200
-497
525
$6.76K ﹤0.01%
+239
19 20
21
22 23