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
151
$1.25M 0.17%
+36,322
152
$1.23M 0.17%
48,400
-2,175
153
$1.23M 0.17%
23,686
-385
154
$1.23M 0.17%
+11,021
155
$1.22M 0.17%
12,006
+9,256
156
$1.2M 0.16%
52,437
+8,325
157
$1.15M 0.16%
9,150
+920
158
$1.12M 0.15%
28,486
-73
159
$1.12M 0.15%
38,375
+7,975
160
$1.11M 0.15%
24,390
-490
161
$1.1M 0.15%
45,426
+3,053
162
$1.09M 0.15%
35,459
+2,712
163
$1.06M 0.14%
65,399
+2,196
164
$1.05M 0.14%
37,150
-2,050
165
$1.04M 0.14%
38,932
-1,844
166
$1.03M 0.14%
17,002
+248
167
$983K 0.13%
11,103
+348
168
$983K 0.13%
1,102
+47
169
$968K 0.13%
15,867
+568
170
$967K 0.13%
24,662
+3,189
171
$961K 0.13%
4,111
+480
172
$955K 0.13%
8,633
+4
173
$949K 0.13%
42,900
+1,695
174
$947K 0.13%
19,393
+3,101
175
$904K 0.12%
19,606
+736
5 6
7
8 9