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
701
$1.41K ﹤0.01%
163
702
$1.4K ﹤0.01%
+114
703
$1.39K ﹤0.01%
+9
704
$1.38K ﹤0.01%
60
705
$1.35K ﹤0.01%
+20
706
$1.32K ﹤0.01%
565
+505
707
$1.31K ﹤0.01%
144
708
$1.2K ﹤0.01%
100
709
$1.2K ﹤0.01%
47
710
$1.06K ﹤0.01%
36
-5,693
711
$1.03K ﹤0.01%
31
712
$960 ﹤0.01%
102
713
$957 ﹤0.01%
+92
714
$934 ﹤0.01%
41
715
$929 ﹤0.01%
57
716
$888 ﹤0.01%
67
717
$880 ﹤0.01%
+16
718
$849 ﹤0.01%
13
719
$845 ﹤0.01%
8
720
$823 ﹤0.01%
44
721
$798 ﹤0.01%
+99
722
$796 ﹤0.01%
9
723
$780 ﹤0.01%
187
724
$742 ﹤0.01%
5
725
$739 ﹤0.01%
68
27 28
29
30 31