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
501
$11.9K ﹤0.01%
165
502
$11.8K ﹤0.01%
+112
503
$11.8K ﹤0.01%
+500
504
$11.8K ﹤0.01%
162
-26,145
505
$11.7K ﹤0.01%
1,043
506
$11.7K ﹤0.01%
+200
507
$11.6K ﹤0.01%
190
-65
508
$11.6K ﹤0.01%
+145
509
$11.5K ﹤0.01%
487
+438
510
$11.4K ﹤0.01%
344
511
$11.3K ﹤0.01%
133
+52
512
$11.3K ﹤0.01%
400
513
$11.2K ﹤0.01%
+247
514
$11K ﹤0.01%
269
515
$10.7K ﹤0.01%
136
+66
516
$10.7K ﹤0.01%
257
517
$10.5K ﹤0.01%
+52
518
$10.4K ﹤0.01%
93
519
$10.4K ﹤0.01%
+273
520
$10.4K ﹤0.01%
+269
521
$10.4K ﹤0.01%
111
522
$10.3K ﹤0.01%
404
+265
523
$10.1K ﹤0.01%
500
524
$9.94K ﹤0.01%
125
-23
525
$9.89K ﹤0.01%
127
-9
19 20
21
22 23