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
+$3.06M
2
+$2.64M
3
+$2.41M
4
CBRE icon
CBRE Group
CBRE
+$2.37M
5
CVX icon
Chevron
CVX
+$2.29M

Top Sells

1
+$2.44M
2
+$2.24M
3
+$2.07M
4
EOG icon
EOG Resources
EOG
+$1.9M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.75M

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
51
$3.89M 0.52%
92,948
+2,096
52
$3.86M 0.52%
38,860
+11,861
53
$3.76M 0.51%
29,922
+1,747
54
$3.76M 0.51%
75,413
+2,959
55
$3.59M 0.48%
103,434
+11,514
56
$3.54M 0.48%
194,175
-95,835
57
$3.37M 0.46%
77,184
+7,420
58
$3.25M 0.44%
56,928
+6,780
59
$3.25M 0.44%
114,103
+4,553
60
$3.21M 0.43%
55,498
-2,328
61
$3.19M 0.43%
121,050
+15,525
62
$3.18M 0.43%
235,505
-119,804
63
$3.13M 0.42%
49,478
-10,239
64
$3.07M 0.41%
42,376
+5,598
65
$3.02M 0.41%
26,501
-7,946
66
$2.96M 0.4%
30,202
+1,501
67
$2.8M 0.38%
26,535
+3,320
68
$2.78M 0.37%
95,425
+3,750
69
$2.75M 0.37%
92,936
+19,324
70
$2.72M 0.37%
41,918
-12,529
71
$2.72M 0.37%
39,588
+6,239
72
$2.64M 0.36%
46,305
+46,267
73
$2.62M 0.35%
95,300
+15,450
74
$2.58M 0.35%
13,031
+3,449
75
$2.55M 0.34%
62,941
+36,734
1 2
3
4 5