MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
This Quarter Return
+10.07%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$3.75B
AUM Growth
+$3.75B
(+8.6%)
Cap. Flow
+$64.2M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
30.85%
Holding
2,554
New
168
Increased
1,026
Reduced
836
Closed
179
Top Buys
1 |
O'Reilly Automotive
ORLY
|
$26.4M |
2 |
Blackstone
BX
|
$7.14M |
3 |
ServiceNow
NOW
|
$5.18M |
4 |
Carlisle Companies
CSL
|
$5.12M |
5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.97M |
Top Sells
1 |
Comcast
CMCSA
|
$6.96M |
2 |
UnitedHealth
UNH
|
$5.51M |
3 |
Northrop Grumman
NOC
|
$4.44M |
4 |
Constellation Brands
STZ
|
$4.21M |
5 |
Newmont
NEM
|
$3.87M |
Sector Composition
1 | Technology | 22.71% |
2 | Financials | 11.35% |
3 | Consumer Discretionary | 8% |
4 | Industrials | 7.57% |
5 | Healthcare | 6.47% |