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
651
$3.43K ﹤0.01%
+59
652
$3.41K ﹤0.01%
+210
653
$3.29K ﹤0.01%
+142
654
$3.26K ﹤0.01%
+84
655
$3.24K ﹤0.01%
+70
656
$3.18K ﹤0.01%
409
657
$3.16K ﹤0.01%
65
658
$3.13K ﹤0.01%
50
-153
659
$3.12K ﹤0.01%
67
-140
660
$3.03K ﹤0.01%
52
-37
661
$2.98K ﹤0.01%
95
662
$2.97K ﹤0.01%
+83
663
$2.95K ﹤0.01%
+61
664
$2.88K ﹤0.01%
52
665
$2.66K ﹤0.01%
56
666
$2.63K ﹤0.01%
23
-26
667
$2.61K ﹤0.01%
100
668
$2.54K ﹤0.01%
+246
669
$2.47K ﹤0.01%
+53
670
$2.4K ﹤0.01%
157
671
$2.36K ﹤0.01%
34
672
$2.35K ﹤0.01%
44
673
$2.33K ﹤0.01%
29
674
$2.33K ﹤0.01%
50
-31
675
$2.31K ﹤0.01%
29
25 26
27
28 29