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
551
$8.31K ﹤0.01%
+576
552
$8.29K ﹤0.01%
+212
553
$8.27K ﹤0.01%
372
-246
554
$8.26K ﹤0.01%
281
-7,256
555
$8.22K ﹤0.01%
+95
556
$8.16K ﹤0.01%
+385
557
$8.1K ﹤0.01%
+107
558
$7.99K ﹤0.01%
100
559
$7.94K ﹤0.01%
+64
560
$7.88K ﹤0.01%
+440
561
$7.78K ﹤0.01%
238
+180
562
$7.66K ﹤0.01%
+443
563
$7.62K ﹤0.01%
+113
564
$7.61K ﹤0.01%
270
565
$7.61K ﹤0.01%
+23
566
$7.5K ﹤0.01%
+174
567
$7.46K ﹤0.01%
186
-94
568
$7.44K ﹤0.01%
+70
569
$7.43K ﹤0.01%
327
+127
570
$7.41K ﹤0.01%
+101
571
$7.21K ﹤0.01%
513
572
$7.19K ﹤0.01%
490
573
$7.18K ﹤0.01%
138
-66
574
$7.14K ﹤0.01%
200
575
$7.1K ﹤0.01%
348
21 22
23
24 25