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
126
$1.47M 0.21%
+54,625
127
$1.46M 0.21%
20,162
-712
128
$1.45M 0.21%
14,561
+11,636
129
$1.44M 0.21%
28,559
-11,557
130
$1.42M 0.2%
7,032
+7,010
131
$1.42M 0.2%
11,837
-2,091
132
$1.41M 0.2%
24,191
+10,135
133
$1.33M 0.19%
17,317
+7,050
134
$1.3M 0.19%
50,575
+4,275
135
$1.27M 0.18%
42,520
+9,646
136
$1.27M 0.18%
28,111
-3,962
137
$1.24M 0.18%
12,116
+1,534
138
$1.22M 0.17%
13,214
+3,895
139
$1.22M 0.17%
+16,742
140
$1.21M 0.17%
24,880
-74,957
141
$1.2M 0.17%
33,626
+684
142
$1.16M 0.17%
42,373
+19,408
143
$1.15M 0.16%
21,473
+9,028
144
$1.14M 0.16%
13,273
+5,259
145
$1.14M 0.16%
39,200
-12,900
146
$1.13M 0.16%
16,672
+3,545
147
$1.13M 0.16%
24,071
+9,623
148
$1.12M 0.16%
+16,840
149
$1.12M 0.16%
26,207
+12,330
150
$1.07M 0.15%
19,955
+5,170
4 5
6
7 8