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
776
$18 ﹤0.01%
+800
777
$8 ﹤0.01%
15
778
$5 ﹤0.01%
300
779
$3 ﹤0.01%
12
780
$2 ﹤0.01%
32
781
$2 ﹤0.01%
14
782
$1 ﹤0.01%
323
783
– –
-84
784
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-150
785
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786
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-7,941
787
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-40
788
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789
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-700
790
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0
791
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-31,975
792
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793
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794
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-6,927
795
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-669
796
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-18
797
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-9,499
798
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-75
799
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-5,954
800
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-200
30 31
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33 34