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
$791M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.82M
3
+$3.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.2M
5
OXY icon
Occidental Petroleum
OXY
+$2.11M

Top Sells

1
+$16.8M
2
+$2.4M
3
+$2.24M
4
CVS icon
CVS Health
CVS
+$1.99M
5
DRI icon
Darden Restaurants
DRI
+$1.73M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.24%
3 Technology 8.97%
4 Industrials 8.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.03K ﹤0.01%
+88
652
$1.02K ﹤0.01%
+9
653
$1.01K ﹤0.01%
9
654
$1K ﹤0.01%
+76
655
$991 ﹤0.01%
+6
656
$963 ﹤0.01%
8
657
$948 ﹤0.01%
+80
658
$934 ﹤0.01%
+33
659
$932 ﹤0.01%
+13
660
$929 ﹤0.01%
+95
661
$915 ﹤0.01%
+74
662
$912 ﹤0.01%
+26
663
$887 ﹤0.01%
+12
664
$859 ﹤0.01%
+124
665
$836 ﹤0.01%
+8
666
$821 ﹤0.01%
57
667
$816 ﹤0.01%
21
668
$801 ﹤0.01%
+22
669
$794 ﹤0.01%
102
670
$782 ﹤0.01%
16
671
$772 ﹤0.01%
47
672
$768 ﹤0.01%
4
-1,566
673
$767 ﹤0.01%
72
-121
674
$743 ﹤0.01%
19
-500
675
$739 ﹤0.01%
+22
25 26
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28 29