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
626
$2.48K ﹤0.01%
+68
627
$2.4K ﹤0.01%
100
628
$2.34K ﹤0.01%
+70
629
$2.33K ﹤0.01%
+29
630
$2.3K ﹤0.01%
+38
631
$2.29K ﹤0.01%
34
-70
632
$2.29K ﹤0.01%
29
-965
633
$2.27K ﹤0.01%
+44
634
$2.17K ﹤0.01%
68
+44
635
$2.16K ﹤0.01%
35
636
$2.16K ﹤0.01%
+39
637
$2.13K ﹤0.01%
+72
638
$2.13K ﹤0.01%
151
639
$2.12K ﹤0.01%
59
-6,128
640
$2.1K ﹤0.01%
94
641
$2.1K ﹤0.01%
+84
642
$2.09K ﹤0.01%
29
-171
643
$2.09K ﹤0.01%
54
-69
644
$2.07K ﹤0.01%
+79
645
$2.04K ﹤0.01%
+500
646
$2.04K ﹤0.01%
+58
647
$2.02K ﹤0.01%
114
+87
648
$2.01K ﹤0.01%
+66
649
$1.98K ﹤0.01%
220
-24,535
650
$1.97K ﹤0.01%
+25
24 25
26
27 28