MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
26
$6.36M 0.86%
184,983
-4,319
27
$5.86M 0.79%
63,778
+3,606
28
$5.67M 0.77%
74,899
+5,107
29
$5.41M 0.73%
52,168
+713
30
$5.17M 0.7%
126,477
+5,376
31
$5.16M 0.7%
53,697
-15,061
32
$5.16M 0.7%
15,139
+1,360
33
$5.08M 0.69%
61,749
+5,337
34
$4.88M 0.66%
48,719
+240
35
$4.87M 0.66%
3,775
+400
36
$4.86M 0.66%
58,152
+384
37
$4.8M 0.65%
55,148
-77
38
$4.56M 0.61%
42,640
+6,684
39
$4.54M 0.61%
153,100
-7,400
40
$4.53M 0.61%
139,933
+4,029
41
$4.48M 0.6%
37,686
+75
42
$4.45M 0.6%
87,078
+4,507
43
$4.44M 0.6%
31,893
+3,122
44
$4.18M 0.56%
90,205
+3,593
45
$4.1M 0.55%
44,023
-11,218
46
$4.08M 0.55%
169,128
+15,074
47
$4.05M 0.55%
50,941
+24,864
48
$3.97M 0.54%
62,294
+3,520
49
$3.93M 0.53%
17,726
+30
50
$3.92M 0.53%
105,180
+2,480
1
2
3 4 5