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
551
$5.74K ﹤0.01%
+33
552
$5.68K ﹤0.01%
+225
553
$5.63K ﹤0.01%
151
554
$5.56K ﹤0.01%
+237
555
$5.54K ﹤0.01%
+59
556
$5.49K ﹤0.01%
80
+4
557
$5.27K ﹤0.01%
+37
558
$5.25K ﹤0.01%
+110
559
$5.19K ﹤0.01%
7
-36
560
$5.09K ﹤0.01%
70
561
$5.03K ﹤0.01%
22
562
$4.97K ﹤0.01%
95
-212
563
$4.82K ﹤0.01%
+82
564
$4.8K ﹤0.01%
+500
565
$4.75K ﹤0.01%
+79
566
$4.71K ﹤0.01%
76
-407
567
$4.63K ﹤0.01%
+100
568
$4.54K ﹤0.01%
+89
569
$4.53K ﹤0.01%
200
+187
570
$4.41K ﹤0.01%
13
-25
571
$4.4K ﹤0.01%
186
-25,117
572
$4.35K ﹤0.01%
+25
573
$4.33K ﹤0.01%
1,063
+24
574
$4.33K ﹤0.01%
424
575
$4.3K ﹤0.01%
+56
21 22
23
24 25