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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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3M
3
+$1.56M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.22M
5
CTSH icon
Cognizant
CTSH
+$1.2M

Top Sells

1
+$28.2M
2
+$8.71M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.02M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.27M

Sector Composition

1 Industrials 12.51%
2 Financials 12.23%
3 Technology 9.16%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$101 ﹤0.01%
88
702
$89 ﹤0.01%
32
-192
703
– –
0
704
$35 ﹤0.01%
12
705
$14 ﹤0.01%
800
706
$13 ﹤0.01%
12
707
$7 ﹤0.01%
14
708
$2 ﹤0.01%
502
+79
709
$1 ﹤0.01%
54
710
$1 ﹤0.01%
+172
711
– –
-4,397
712
– –
-700
713
– –
-21
714
– –
-18,000
715
– –
0
716
– –
0
717
– –
0
718
– –
0
719
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0
720
– –
0
721
– –
0
722
– –
-15,000
723
– –
0
724
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0
725
– –
-2,000
27 28
29
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