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
601
$5.88K ﹤0.01%
268
602
$5.84K ﹤0.01%
565
603
$5.77K ﹤0.01%
225
604
$5.62K ﹤0.01%
+118
605
$5.62K ﹤0.01%
+7
606
$5.59K ﹤0.01%
37
607
$5.57K ﹤0.01%
131
608
$5.57K ﹤0.01%
95
609
$5.53K ﹤0.01%
59
610
$5.5K ﹤0.01%
152
611
$5.48K ﹤0.01%
+379
612
$5.36K ﹤0.01%
+15,000
613
$5.35K ﹤0.01%
50
614
$5.26K ﹤0.01%
+71
615
$5.13K ﹤0.01%
64
+57
616
$5.12K ﹤0.01%
+620
617
$5.11K ﹤0.01%
151
618
$5.02K ﹤0.01%
68
-50
619
$5.01K ﹤0.01%
238
-500
620
$4.95K ﹤0.01%
105
+88
621
$4.95K ﹤0.01%
197
-100
622
$4.86K ﹤0.01%
31
-28
623
$4.8K ﹤0.01%
+480
624
$4.75K ﹤0.01%
157
+119
625
$4.72K ﹤0.01%
248
23 24
25
26 27