MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
+7.98%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$1.62B
AUM Growth
+$126M
(+8.4%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
28.28%
Holding
979
New
75
Increased
249
Reduced
244
Closed
159
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$3.09M |
| 2 |
Marvell Technology
MRVL
|
+$2.16M |
| 3 |
Fidelity National Information Services
FIS
|
+$2.05M |
| 4 |
Visa
V
|
+$1.92M |
| 5 |
FRC
First Republic Bank
FRC
|
+$1.49M |
Top Sells
| 1 |
Lincoln National
LNC
|
+$1.72M |
| 2 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$1.64M |
| 3 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
+$1.35M |
| 4 |
Exxon Mobil
XOM
|
+$1.17M |
| 5 |
RTN
Raytheon Company
RTN
|
+$1.14M |
Sector Composition
| 1 | Technology | 12.28% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 8.74% |
| 4 | Consumer Discretionary | 8.34% |
| 5 | Industrials | 7.41% |
