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
726
$716 ﹤0.01%
+40
727
$679 ﹤0.01%
23
728
$676 ﹤0.01%
8
729
$613 ﹤0.01%
10
730
$599 ﹤0.01%
33
731
$550 ﹤0.01%
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732
$517 ﹤0.01%
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733
$502 ﹤0.01%
42
734
$500 ﹤0.01%
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735
$399 ﹤0.01%
21
736
$379 ﹤0.01%
11
+9
737
$378 ﹤0.01%
75
738
$372 ﹤0.01%
12
739
$369 ﹤0.01%
10
740
$346 ﹤0.01%
100
+19
741
$330 ﹤0.01%
17
-2
742
$291 ﹤0.01%
10
743
$272 ﹤0.01%
20
744
$245 ﹤0.01%
+7
745
$240 ﹤0.01%
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746
$210 ﹤0.01%
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747
$206 ﹤0.01%
50
748
$188 ﹤0.01%
67
749
$182 ﹤0.01%
26
-132
750
$180 ﹤0.01%
7
28 29
30
31 32