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
676
$1.28K ﹤0.01%
50
-5,404
677
$1.24K ﹤0.01%
+60
678
$1.22K ﹤0.01%
100
679
$1.21K ﹤0.01%
144
-14,034
680
$1.2K ﹤0.01%
234
-153
681
$1.18K ﹤0.01%
+49
682
$1.14K ﹤0.01%
+24
683
$1.13K ﹤0.01%
+38
684
$1.11K ﹤0.01%
32
-3,431
685
$1.1K ﹤0.01%
47
686
$1.09K ﹤0.01%
22
-2,476
687
$1.07K ﹤0.01%
+35
688
$1.05K ﹤0.01%
67
-11,728
689
$1.04K ﹤0.01%
44
-20
690
$1.03K ﹤0.01%
19
691
$1.01K ﹤0.01%
+200
692
$1K ﹤0.01%
57
-4
693
$984 ﹤0.01%
+31
694
$959 ﹤0.01%
102
+2
695
$935 ﹤0.01%
67
696
$872 ﹤0.01%
+187
697
$847 ﹤0.01%
+158
698
$841 ﹤0.01%
+41
699
$839 ﹤0.01%
+9
700
$832 ﹤0.01%
+13
26 27
28
29 30