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
526
$9.87K ﹤0.01%
300
527
$9.86K ﹤0.01%
+309
528
$9.74K ﹤0.01%
51
-149
529
$9.73K ﹤0.01%
70
-100
530
$9.7K ﹤0.01%
211
531
$9.65K ﹤0.01%
251
-18
532
$9.62K ﹤0.01%
152
+114
533
$9.56K ﹤0.01%
404
534
$9.39K ﹤0.01%
+8
535
$9.38K ﹤0.01%
155
-84
536
$9.3K ﹤0.01%
342
537
$9.22K ﹤0.01%
336
538
$9.2K ﹤0.01%
250
539
$9.2K ﹤0.01%
170
540
$9.18K ﹤0.01%
+340
541
$9.08K ﹤0.01%
179
-52
542
$9.02K ﹤0.01%
135
543
$8.9K ﹤0.01%
537
544
$8.79K ﹤0.01%
219
+174
545
$8.61K ﹤0.01%
250
-100
546
$8.59K ﹤0.01%
579
547
$8.58K ﹤0.01%
+174
548
$8.53K ﹤0.01%
92
549
$8.53K ﹤0.01%
696
+272
550
$8.32K ﹤0.01%
+80
20 21
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