MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.18M
3
+$1.86M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.47M

Top Sells

1
+$1.71M
2
+$1.2M
3
+$1.14M
4
AIG icon
American International
AIG
+$882K
5
CSCO icon
Cisco
CSCO
+$671K

Sector Composition

1 Financials 12.44%
2 Industrials 11.12%
3 Healthcare 10.03%
4 Technology 9.7%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$71.7K 0.02%
994
+588
352
$70.1K 0.01%
3,500
353
$69.6K 0.01%
+2,025
354
$69.5K 0.01%
2,130
-5,230
355
$69.3K 0.01%
+3,200
356
$69.1K 0.01%
+2,009
357
$67.9K 0.01%
950
+694
358
$65.7K 0.01%
900
359
$65.5K 0.01%
1,000
-800
360
$65.4K 0.01%
336
-7
361
$65.3K 0.01%
833
+8
362
$62.4K 0.01%
891
+742
363
$60.1K 0.01%
+2,814
364
$58.8K 0.01%
5,660
+3,085
365
$58.4K 0.01%
+507
366
$57.9K 0.01%
732
-782
367
$57.9K 0.01%
894
368
$57.2K 0.01%
1,289
-50
369
$56.4K 0.01%
870
-178
370
$56.3K 0.01%
+2,127
371
$56.1K 0.01%
1,758
-21
372
$53.3K 0.01%
474
+112
373
$53.3K 0.01%
+447
374
$52K 0.01%
1,346
375
$47.9K 0.01%
671
+271
13 14
15
16 17