MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
This Quarter Return
+4.26%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$1.21B
AUM Growth
+$1.21B
(+7.4%)
Cap. Flow
+$153M
Cap. Flow
% of AUM
12.72%
Top 10 Holdings %
Top 10 Hldgs %
26.33%
Holding
1,215
New
163
Increased
462
Reduced
165
Closed
124
Top Buys
| 1 |
DuPont de Nemours
DD
|
$4.61M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.92M |
| 3 |
JPMorgan Chase
JPM
|
$2.68M |
| 4 |
RTN
Raytheon Company
RTN
|
$2.48M |
| 5 |
Halliburton
HAL
|
$2.41M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$3.83M |
| 2 |
Schlumberger
SLB
|
$2.76M |
| 3 |
IBM
IBM
|
$2.56M |
| 4 |
Conagra Brands
CAG
|
$2.3M |
| 5 |
NXP Semiconductors
NXPI
|
$1.98M |
Sector Composition
| 1 | Financials | 10.83% |
| 2 | Technology | 9.18% |
| 3 | Healthcare | 8.25% |
| 4 | Industrials | 7.68% |
| 5 | Consumer Discretionary | 6.8% |