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
701
$808 ﹤0.01%
4
-4,167
702
$805 ﹤0.01%
10
-27
703
$791 ﹤0.01%
19
-1,895
704
$782 ﹤0.01%
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+4
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$782 ﹤0.01%
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706
$766 ﹤0.01%
+23
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$761 ﹤0.01%
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$756 ﹤0.01%
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710
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$713 ﹤0.01%
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$634 ﹤0.01%
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721
$625 ﹤0.01%
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$614 ﹤0.01%
+200
723
$565 ﹤0.01%
8
-2
724
$556 ﹤0.01%
+32
725
$541 ﹤0.01%
7
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27 28
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