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
726
$507 ﹤0.01%
13
727
$489 ﹤0.01%
33
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728
$472 ﹤0.01%
+7
729
$455 ﹤0.01%
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730
$454 ﹤0.01%
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731
$445 ﹤0.01%
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732
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733
$425 ﹤0.01%
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734
$415 ﹤0.01%
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735
$407 ﹤0.01%
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736
$392 ﹤0.01%
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737
$392 ﹤0.01%
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738
$356 ﹤0.01%
10
739
$342 ﹤0.01%
67
740
$342 ﹤0.01%
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741
$337 ﹤0.01%
10
742
$332 ﹤0.01%
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743
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745
$310 ﹤0.01%
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746
$304 ﹤0.01%
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747
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748
$275 ﹤0.01%
+10
749
$247 ﹤0.01%
+57
750
$246 ﹤0.01%
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28 29
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