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
526
$6.73K ﹤0.01%
+72
527
$6.68K ﹤0.01%
+35
528
$6.67K ﹤0.01%
537
+178
529
$6.51K ﹤0.01%
+200
530
$6.46K ﹤0.01%
+490
531
$6.46K ﹤0.01%
400
-10,770
532
$6.45K ﹤0.01%
+122
533
$6.43K ﹤0.01%
84
534
$6.41K ﹤0.01%
+142
535
$6.39K ﹤0.01%
81
+18
536
$6.33K ﹤0.01%
227
-43
537
$6.13K ﹤0.01%
487
-100
538
$6.08K ﹤0.01%
69
539
$6.01K ﹤0.01%
77
540
$6.01K ﹤0.01%
+97
541
$6K ﹤0.01%
+166
542
$6K ﹤0.01%
48
-46
543
$5.97K ﹤0.01%
+74
544
$5.94K ﹤0.01%
64
+39
545
$5.94K ﹤0.01%
+297
546
$5.84K ﹤0.01%
+131
547
$5.83K ﹤0.01%
364
+182
548
$5.82K ﹤0.01%
42
549
$5.82K ﹤0.01%
120
-12,639
550
$5.79K ﹤0.01%
297
-100
20 21
22
23 24