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
876
– –
-3,202
877
– –
-10
878
– –
-45
879
– –
-40
880
– –
-1,262
881
– –
-11,798
882
– –
0
883
– –
-12
884
– –
-15
885
– –
-1,600
886
– –
0
887
– –
0
888
– –
-200
889
– –
-50
890
– –
-19
891
– –
0
892
– –
-42
893
– –
-505
894
– –
-132
895
– –
-200
896
– –
0
897
– –
-80
898
– –
-1,303
899
– –
0
900
– –
-32
34 35
36
37 38