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
576
$7K ﹤0.01%
297
577
$6.91K ﹤0.01%
166
578
$6.9K ﹤0.01%
+119
579
$6.77K ﹤0.01%
61
+59
580
$6.77K ﹤0.01%
72
581
$6.65K ﹤0.01%
200
582
$6.58K ﹤0.01%
500
583
$6.51K ﹤0.01%
+234
584
$6.51K ﹤0.01%
69
585
$6.47K ﹤0.01%
64
586
$6.45K ﹤0.01%
+318
587
$6.45K ﹤0.01%
239
588
$6.37K ﹤0.01%
74
589
$6.35K ﹤0.01%
122
590
$6.35K ﹤0.01%
135
-575
591
$6.3K ﹤0.01%
142
592
$6.26K ﹤0.01%
297
+113
593
$6.24K ﹤0.01%
75
-108
594
$6.19K ﹤0.01%
+82
595
$6.15K ﹤0.01%
230
-7
596
$6.04K ﹤0.01%
+180
597
$6.03K ﹤0.01%
132
598
$5.98K ﹤0.01%
48
599
$5.95K ﹤0.01%
+165
600
$5.92K ﹤0.01%
+985
22 23
24
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