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
$741M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.3M
3
+$2.29M
4
CBRE icon
CBRE Group
CBRE
+$2.26M
5
CVX icon
Chevron
CVX
+$2.1M

Top Sells

1
+$2.37M
2
+$2.11M
3
+$1.98M
4
EOG icon
EOG Resources
EOG
+$1.81M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.64M

Sector Composition

1 Financials 10.94%
2 Industrials 10.22%
3 Healthcare 10.02%
4 Technology 8.79%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.4K ﹤0.01%
+114
702
$1.39K ﹤0.01%
+9
703
$1.38K ﹤0.01%
60
704
$1.35K ﹤0.01%
+20
705
$1.32K ﹤0.01%
565
+505
706
$1.31K ﹤0.01%
144
707
$1.2K ﹤0.01%
100
708
$1.2K ﹤0.01%
47
709
$1.06K ﹤0.01%
36
-5,693
710
$1.03K ﹤0.01%
31
711
$960 ﹤0.01%
102
712
$957 ﹤0.01%
+92
713
$934 ﹤0.01%
41
714
$929 ﹤0.01%
57
715
$888 ﹤0.01%
67
716
$880 ﹤0.01%
+16
717
$849 ﹤0.01%
13
718
$845 ﹤0.01%
8
719
$823 ﹤0.01%
44
720
$798 ﹤0.01%
+99
721
$796 ﹤0.01%
9
722
$780 ﹤0.01%
187
723
$742 ﹤0.01%
5
724
$739 ﹤0.01%
68
725
$716 ﹤0.01%
+40
27 28
29
30 31