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
601
$3.57K ﹤0.01%
752
602
$3.56K ﹤0.01%
+111
603
$3.51K ﹤0.01%
15
-45
604
$3.5K ﹤0.01%
+65
605
$3.5K ﹤0.01%
77
-28
606
$3.43K ﹤0.01%
409
-41,854
607
$3.26K ﹤0.01%
38
-78
608
$3.23K ﹤0.01%
157
609
$3.17K ﹤0.01%
100
-75
610
$3.17K ﹤0.01%
113
611
$3.15K ﹤0.01%
44
612
$3.13K ﹤0.01%
95
613
$3.09K ﹤0.01%
35
614
$2.93K ﹤0.01%
52
+39
615
$2.92K ﹤0.01%
80
616
$2.73K ﹤0.01%
+65
617
$2.73K ﹤0.01%
56
618
$2.71K ﹤0.01%
+200
619
$2.63K ﹤0.01%
56
-30
620
$2.63K ﹤0.01%
100
621
$2.62K ﹤0.01%
24
-43
622
$2.58K ﹤0.01%
637
+227
623
$2.52K ﹤0.01%
46
624
$2.51K ﹤0.01%
58
-70
625
$2.51K ﹤0.01%
+47
23 24
25
26 27