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
$791M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.86M
3
+$3.03M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.14M
5
OXY icon
Occidental Petroleum
OXY
+$2.13M

Top Sells

1
+$17.7M
2
+$2.37M
3
+$2.17M
4
CVS icon
CVS Health
CVS
+$1.91M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$1.8M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.24%
3 Technology 8.97%
4 Industrials 8.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$26 ﹤0.01%
12
777
$16 ﹤0.01%
+1
778
$16 ﹤0.01%
800
779
$11 ﹤0.01%
44
780
$6 ﹤0.01%
12
781
$4 ﹤0.01%
15
782
– –
0
783
$1 ﹤0.01%
323
784
$1 ﹤0.01%
54
785
$1 ﹤0.01%
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786
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787
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788
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789
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790
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791
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795
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798
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799
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