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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
$3.89B
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,517
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.82M
3
+$9.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.25M
5
XOM icon
Exxon Mobil
XOM
+$3.71M

Top Sells

1
+$9.19M
2
+$7.03M
3
+$5.87M
4
NVDA icon
NVIDIA
NVDA
+$5.68M
5
AAPL icon
Apple
AAPL
+$5.2M

Sector Composition

1 Technology 22.12%
2 Financials 11.18%
3 Consumer Discretionary 7.57%
4 Industrials 7.54%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BATRK icon
601
Atlanta Braves Holdings Series B
BATRK
$3.33B
$96.4K ﹤0.01%
2,444
-325
ESLT icon
602
Elbit Systems
ESLT
$38.7B
$95.3K ﹤0.01%
165
-1
STLD icon
603
Steel Dynamics
STLD
$38.7B
$94.6K ﹤0.01%
558
+23
DINO icon
604
HF Sinclair
DINO
$11.9B
$93.7K ﹤0.01%
2,033
-7
LYV icon
605
Live Nation Entertainment
LYV
$40.1B
$93.3K ﹤0.01%
655
-30
CW icon
606
Curtiss-Wright
CW
$28.6B
$93.2K ﹤0.01%
169
-2
EWL icon
607
iShares MSCI Switzerland ETF
EWL
$1.92B
$92.6K ﹤0.01%
1,545
-108
PODD icon
608
Insulet
PODD
$10.3B
$92.4K ﹤0.01%
325
+9
WST icon
609
West Pharmaceutical
WST
$23.1B
$91.9K ﹤0.01%
334
+8
IWX icon
610
iShares Russell Top 200 Value ETF
IWX
$3.57B
$91.9K ﹤0.01%
1,000
CINF icon
611
Cincinnati Financial
CINF
$26.6B
$91.6K ﹤0.01%
561
+25
NXPI icon
612
NXP Semiconductors
NXPI
$77.7B
$91.6K ﹤0.01%
422
-8
MTSI icon
613
MACOM Technology Solutions
MTSI
$28.7B
$91.5K ﹤0.01%
534
+3
CRL icon
614
Charles River Laboratories
CRL
$9.04B
$91.4K ﹤0.01%
458
-201
EFX icon
615
Equifax
EFX
$19.5B
$90.7K ﹤0.01%
418
-127
SWKS icon
616
Skyworks Solutions
SWKS
$10.8B
$89.7K ﹤0.01%
1,414
-80
RACE icon
617
Ferrari
RACE
$63.3B
$89.1K ﹤0.01%
241
-58
CMG icon
618
Chipotle Mexican Grill
CMG
$41.4B
$88.8K ﹤0.01%
2,400
-1,069
LDOS icon
619
Leidos
LDOS
$13.8B
$88.8K ﹤0.01%
492
+61
SNOW icon
620
Snowflake
SNOW
$80.5B
$88.6K ﹤0.01%
404
+31
DRI icon
621
Darden Restaurants
DRI
$23.9B
$88.1K ﹤0.01%
479
-304
TDY icon
622
Teledyne Technologies
TDY
$29.2B
$87.3K ﹤0.01%
171
+24
DTM icon
623
DT Midstream
DTM
$14.3B
$87.1K ﹤0.01%
728
-10
IBKR icon
624
Interactive Brokers
IBKR
$42.1B
$87K ﹤0.01%
1,353
-97
MKC icon
625
McCormick & Company Non-Voting
MKC
$12.8B
$86.4K ﹤0.01%
1,269
+99
23 24
25
26 27