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
626
$4.56K ﹤0.01%
+88
627
$4.46K ﹤0.01%
170
-246
628
$4.43K ﹤0.01%
+114
629
$4.33K ﹤0.01%
250
-854
630
$4.32K ﹤0.01%
40
+16
631
$4.29K ﹤0.01%
25
632
$4.26K ﹤0.01%
+2,000
633
$4.22K ﹤0.01%
132
-455
634
$4.21K ﹤0.01%
252
635
$4.2K ﹤0.01%
1,063
636
$4.17K ﹤0.01%
+205
637
$4.1K ﹤0.01%
80
638
$4.09K ﹤0.01%
121
639
$4.08K ﹤0.01%
+637
640
$4.07K ﹤0.01%
100
641
$3.98K ﹤0.01%
150
642
$3.95K ﹤0.01%
77
643
$3.95K ﹤0.01%
75
-45
644
$3.94K ﹤0.01%
+100
645
$3.93K ﹤0.01%
97
646
$3.87K ﹤0.01%
150
647
$3.84K ﹤0.01%
+162
648
$3.83K ﹤0.01%
+109
649
$3.82K ﹤0.01%
+147
650
$3.7K ﹤0.01%
+134
24 25
26
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