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
$699M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$17.4M
3
+$15.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.6M

Top Sells

1
+$6.02M
2
+$3.63M
3
+$2.58M
4
QCOM icon
Qualcomm
QCOM
+$2.03M
5
LYB icon
LyondellBasell Industries
LYB
+$1.71M

Sector Composition

1 Financials 12.49%
2 Healthcare 10.42%
3 Industrials 9.81%
4 Technology 8.52%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.3K ﹤0.01%
+80
577
$4.27K ﹤0.01%
+121
578
$4.25K ﹤0.01%
177
579
$4.24K ﹤0.01%
+500
580
$4.23K ﹤0.01%
58
+29
581
$4.15K ﹤0.01%
19
-5,939
582
$4.15K ﹤0.01%
50
583
$4.05K ﹤0.01%
77
584
$4.04K ﹤0.01%
184
585
$4.01K ﹤0.01%
+40
586
$4K ﹤0.01%
152
587
$3.99K ﹤0.01%
+150
588
$3.94K ﹤0.01%
81
+31
589
$3.93K ﹤0.01%
247
590
$3.88K ﹤0.01%
40
-454
591
$3.87K ﹤0.01%
28
592
$3.86K ﹤0.01%
88
-193
593
$3.83K ﹤0.01%
+150
594
$3.83K ﹤0.01%
565
-1,565
595
$3.79K ﹤0.01%
252
596
$3.74K ﹤0.01%
51
597
$3.73K ﹤0.01%
+25
598
$3.68K ﹤0.01%
74
599
$3.67K ﹤0.01%
+25
600
$3.66K ﹤0.01%
139
-21,080
22 23
24
25 26