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
126
$1.62M 0.22%
12,679
+8,805
127
$1.61M 0.22%
19,591
-571
128
$1.6M 0.22%
67,054
+2,974
129
$1.6M 0.22%
40,750
+2,574
130
$1.57M 0.21%
10,824
-15,489
131
$1.53M 0.21%
67,456
+9,419
132
$1.49M 0.2%
15,705
-10,398
133
$1.48M 0.2%
18,791
+2,049
134
$1.48M 0.2%
7,180
-2,507
135
$1.45M 0.2%
46,060
+3,540
136
$1.44M 0.19%
35,664
+2,046
137
$1.42M 0.19%
18,982
+1,665
138
$1.39M 0.19%
27,263
+24,005
139
$1.39M 0.19%
13,949
-612
140
$1.39M 0.19%
12,180
+64
141
$1.38M 0.19%
50,850
+16,500
142
$1.37M 0.18%
23,228
+1,755
143
$1.34M 0.18%
17,851
+1,179
144
$1.33M 0.18%
13,336
+1,499
145
$1.33M 0.18%
13,394
+121
146
$1.32M 0.18%
33,846
+220
147
$1.32M 0.18%
14,700
+1,486
148
$1.3M 0.18%
27,798
+302
149
$1.28M 0.17%
46,300
+11,375
150
$1.26M 0.17%
21,820
+1,865
4 5
6
7 8