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
201
$634K 0.09%
12,680
+1,385
202
$622K 0.08%
5,127
-315
203
$609K 0.08%
3,866
-138
204
$607K 0.08%
21,412
205
$590K 0.08%
6,819
+112
206
$580K 0.08%
11,482
+145
207
$572K 0.08%
19,232
+1,129
208
$559K 0.08%
5,397
+381
209
$546K 0.07%
9,332
+232
210
$539K 0.07%
6,689
+235
211
$526K 0.07%
13,514
-931
212
$521K 0.07%
4,670
-678
213
$515K 0.07%
14,308
+77
214
$515K 0.07%
12,590
+280
215
$496K 0.07%
11,175
-1,525
216
$482K 0.07%
18,375
-350
217
$473K 0.06%
8,930
+8,917
218
$465K 0.06%
1,598
+478
219
$457K 0.06%
4,629
-267
220
$457K 0.06%
14,570
+1,385
221
$452K 0.06%
18,280
+355
222
$429K 0.06%
7,956
-1,920
223
$426K 0.06%
16,775
+12,400
224
$418K 0.06%
15,740
+2,230
225
$398K 0.05%
34,191
+1,507
7 8
9
10 11