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
751
$172 ﹤0.01%
3
-195
752
$147 ﹤0.01%
+11
753
$135 ﹤0.01%
12
754
$117 ﹤0.01%
10
755
$106 ﹤0.01%
20
756
$100 ﹤0.01%
200
757
$58 ﹤0.01%
27
758
$36 ﹤0.01%
2
-30
759
$33 ﹤0.01%
20
760
$30 ﹤0.01%
88
761
$27 ﹤0.01%
12
762
$26 ﹤0.01%
2
763
$18 ﹤0.01%
+1
764
$16 ﹤0.01%
800
765
– –
0
766
$5 ﹤0.01%
12
767
$5 ﹤0.01%
44
+30
768
$4 ﹤0.01%
15
769
$4 ﹤0.01%
323
770
$1 ﹤0.01%
54
771
$1 ﹤0.01%
32
772
$1 ﹤0.01%
300
773
– –
-4
774
– –
-227
775
– –
-148
29 30
31
32 33