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
651
$1.96K ﹤0.01%
+147
652
$1.92K ﹤0.01%
45
-484
653
$1.92K ﹤0.01%
+43
654
$1.85K ﹤0.01%
+50
655
$1.79K ﹤0.01%
+24
656
$1.77K ﹤0.01%
+99
657
$1.75K ﹤0.01%
+32
658
$1.66K ﹤0.01%
73
+10
659
$1.64K ﹤0.01%
38
-72
660
$1.63K ﹤0.01%
+20
661
$1.63K ﹤0.01%
+41
662
$1.61K ﹤0.01%
43
-63
663
$1.56K ﹤0.01%
8
-927
664
$1.54K ﹤0.01%
26
665
$1.52K ﹤0.01%
38
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666
$1.51K ﹤0.01%
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667
$1.5K ﹤0.01%
+19
668
$1.48K ﹤0.01%
17
-19,648
669
$1.46K ﹤0.01%
+27
670
$1.46K ﹤0.01%
+200
671
$1.45K ﹤0.01%
+48
672
$1.41K ﹤0.01%
+34
673
$1.41K ﹤0.01%
+163
674
$1.4K ﹤0.01%
+30
675
$1.3K ﹤0.01%
92
-9,979
25 26
27
28 29