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
751
$242 ﹤0.01%
2
-698
752
$234 ﹤0.01%
+4
753
$225 ﹤0.01%
21
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$215 ﹤0.01%
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7
+2
756
$190 ﹤0.01%
+200
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$169 ﹤0.01%
+4
758
$153 ﹤0.01%
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$148 ﹤0.01%
20
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$125 ﹤0.01%
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10
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764
$112 ﹤0.01%
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766
$94 ﹤0.01%
1
-194
767
$86 ﹤0.01%
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20
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$56 ﹤0.01%
+27
771
$32 ﹤0.01%
2
-785
772
$28 ﹤0.01%
12
773
$24 ﹤0.01%
+2
774
– –
0
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$18 ﹤0.01%
88
29 30
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32 33