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
451
$18.7K ﹤0.01%
1,000
452
$18.6K ﹤0.01%
103
-18
453
$18.5K ﹤0.01%
242
454
$18.2K ﹤0.01%
210
455
$18K ﹤0.01%
+3
456
$17.9K ﹤0.01%
+500
457
$17.6K ﹤0.01%
150
458
$17.5K ﹤0.01%
281
+65
459
$17.2K ﹤0.01%
+710
460
$17.1K ﹤0.01%
970
461
$17K ﹤0.01%
312
+132
462
$17K ﹤0.01%
300
463
$16.9K ﹤0.01%
208
+93
464
$16.9K ﹤0.01%
350
465
$16.8K ﹤0.01%
300
466
$16.6K ﹤0.01%
445
-394
467
$16.3K ﹤0.01%
351
468
$16.3K ﹤0.01%
397
-613
469
$16K ﹤0.01%
+385
470
$15.9K ﹤0.01%
307
+199
471
$15.8K ﹤0.01%
382
472
$15.8K ﹤0.01%
226
473
$15.8K ﹤0.01%
273
+165
474
$15.3K ﹤0.01%
420
-505
475
$15.1K ﹤0.01%
600
17 18
19
20 21