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
476
$15K ﹤0.01%
250
477
$14.5K ﹤0.01%
195
+45
478
$14.4K ﹤0.01%
+224
479
$14.4K ﹤0.01%
+1,760
480
$14K ﹤0.01%
+419
481
$13.9K ﹤0.01%
300
-34
482
$13.9K ﹤0.01%
203
+105
483
$13.9K ﹤0.01%
389
484
$13.8K ﹤0.01%
+105
485
$13.8K ﹤0.01%
825
486
$13.7K ﹤0.01%
+1,000
487
$13.7K ﹤0.01%
335
+250
488
$13.6K ﹤0.01%
237
+47
489
$13.6K ﹤0.01%
200
490
$13.4K ﹤0.01%
100
491
$13.3K ﹤0.01%
+200
492
$13K ﹤0.01%
2,830
493
$13K ﹤0.01%
100
494
$13K ﹤0.01%
200
495
$13K ﹤0.01%
150
-343
496
$12.7K ﹤0.01%
+328
497
$12.6K ﹤0.01%
500
498
$12.3K ﹤0.01%
375
499
$12.2K ﹤0.01%
+235
500
$12.2K ﹤0.01%
200
18 19
20
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