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
$791M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.86M
3
+$3.03M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.14M
5
OXY icon
Occidental Petroleum
OXY
+$2.13M

Top Sells

1
+$17.7M
2
+$2.37M
3
+$2.17M
4
CVS icon
CVS Health
CVS
+$1.91M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$1.8M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.24%
3 Technology 8.97%
4 Industrials 8.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.64K ﹤0.01%
+80
627
$1.55K ﹤0.01%
410
628
$1.5K ﹤0.01%
24
+21
629
$1.47K ﹤0.01%
257
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630
$1.43K ﹤0.01%
50
-188
631
$1.4K ﹤0.01%
+157
632
$1.4K ﹤0.01%
33
-1,589
633
$1.39K ﹤0.01%
+45
634
$1.39K ﹤0.01%
144
635
$1.38K ﹤0.01%
233
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636
$1.37K ﹤0.01%
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637
$1.35K ﹤0.01%
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638
$1.35K ﹤0.01%
+44
639
$1.24K ﹤0.01%
100
640
$1.23K ﹤0.01%
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$1.23K ﹤0.01%
38
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642
$1.23K ﹤0.01%
16
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643
$1.23K ﹤0.01%
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$1.2K ﹤0.01%
163
645
$1.2K ﹤0.01%
+129
646
$1.2K ﹤0.01%
27
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647
$1.18K ﹤0.01%
30
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648
$1.14K ﹤0.01%
157
+129
649
$1.12K ﹤0.01%
68
650
$1.11K ﹤0.01%
41
24 25
26
27 28