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
51
$3.67M 0.52%
58,774
+8,079
52
$3.62M 0.52%
28,771
+8,989
53
$3.62M 0.52%
72,454
-10,975
54
$3.61M 0.52%
34,447
+16,103
55
$3.58M 0.51%
154,054
+60,496
56
$3.55M 0.51%
35,956
+13,434
57
$3.49M 0.5%
69,764
+68,945
58
$3.46M 0.5%
26,313
+18,670
59
$3.33M 0.48%
28,175
+878
60
$3.29M 0.47%
28,753
+22,096
61
$3.11M 0.45%
57,826
+43,425
62
$3.02M 0.43%
91,920
+73,832
63
$2.97M 0.43%
109,550
+28,923
64
$2.97M 0.42%
50,148
+10,426
65
$2.92M 0.42%
33,349
+9,521
66
$2.89M 0.41%
67,542
+62,664
67
$2.84M 0.41%
26,999
+21,160
68
$2.76M 0.39%
105,525
+72,975
69
$2.67M 0.38%
84,092
+46,313
70
$2.66M 0.38%
101,061
+100,521
71
$2.62M 0.37%
91,675
+46,700
72
$2.61M 0.37%
+8,352
73
$2.57M 0.37%
90,987
-14,243
74
$2.52M 0.36%
28,701
+7,984
75
$2.49M 0.36%
18,121
+1,517
1 2
3
4 5