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
176
$896K 0.12%
31,991
-14,715
177
$896K 0.12%
52,637
-502
178
$885K 0.12%
13,079
+502
179
$874K 0.12%
8,516
-31
180
$843K 0.11%
37,552
+5,952
181
$815K 0.11%
16,813
+9,323
182
$799K 0.11%
8,301
+390
183
$786K 0.11%
29,075
-1,900
184
$772K 0.1%
32,567
+4,737
185
$761K 0.1%
29,350
+2,325
186
$749K 0.1%
8,382
+151
187
$734K 0.1%
7,960
+163
188
$715K 0.1%
5,420
+195
189
$707K 0.1%
9,243
+1,944
190
$706K 0.1%
39,521
+2,058
191
$698K 0.09%
21,790
+3,225
192
$694K 0.09%
15,490
+843
193
$694K 0.09%
7,135
+210
194
$687K 0.09%
6,980
+565
195
$683K 0.09%
11,436
-210
196
$673K 0.09%
2,585
+157
197
$660K 0.09%
63,040
+2,005
198
$656K 0.09%
13,220
-230
199
$648K 0.09%
30,727
+1,653
200
$643K 0.09%
20,878
+580
6 7
8
9 10