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
676
$2.31K ﹤0.01%
+104
677
$2.22K ﹤0.01%
+22
678
$2.21K ﹤0.01%
114
679
$2.17K ﹤0.01%
500
680
$2.13K ﹤0.01%
100
681
$2.12K ﹤0.01%
+75
682
$2.08K ﹤0.01%
187
-300
683
$1.99K ﹤0.01%
+193
684
$1.97K ﹤0.01%
410
-227
685
$1.95K ﹤0.01%
147
686
$1.93K ﹤0.01%
32
687
$1.92K ﹤0.01%
84
688
$1.91K ﹤0.01%
73
689
$1.87K ﹤0.01%
24
-32
690
$1.87K ﹤0.01%
25
691
$1.86K ﹤0.01%
68
692
$1.77K ﹤0.01%
99
693
$1.75K ﹤0.01%
20
694
$1.7K ﹤0.01%
200
695
$1.7K ﹤0.01%
38
696
$1.62K ﹤0.01%
+8
697
$1.57K ﹤0.01%
19
698
$1.57K ﹤0.01%
234
699
$1.44K ﹤0.01%
+31
700
$1.43K ﹤0.01%
48
26 27
28
29 30