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
$1.21B
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,215
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$3.92M
3 +$2.68M
4
RTN
Raytheon Company
RTN
+$2.48M
5
HAL icon
Halliburton
HAL
+$2.41M

Top Sells

1 +$3.83M
2 +$2.76M
3 +$2.56M
4
CAG icon
Conagra Brands
CAG
+$2.3M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.98M

Sector Composition

1 Financials 10.83%
2 Technology 9.18%
3 Healthcare 8.25%
4 Industrials 7.68%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.31M 0.44%
39,120
-6,029
52
$5.26M 0.44%
62,172
+675
53
$5.18M 0.43%
68,310
+3,595
54
$4.96M 0.41%
32,520
-2,564
55
$4.88M 0.4%
34,343
+2,110
56
$4.85M 0.4%
96,844
+4,299
57
$4.81M 0.4%
40,073
-3,943
58
$4.78M 0.4%
45,290
-6,522
59
$4.69M 0.39%
108,214
-2,527
60
$4.69M 0.39%
158,380
+19,412
61
$4.66M 0.39%
51,535
-1,062
62
$4.56M 0.38%
58,321
+4,488
63
$4.54M 0.38%
55,866
+2,025
64
$4.54M 0.38%
75,737
+4,453
65
$4.51M 0.37%
84,567
-4,795
66
$4.43M 0.37%
58,249
+1,068
67
$4.32M 0.36%
17,745
+760
68
$4.21M 0.35%
54,710
+3,804
69
$4.19M 0.35%
37,750
+4,912
70
$4.16M 0.34%
53,499
+2,606
71
$4.14M 0.34%
56,676
+9,683
72
$4.12M 0.34%
85,157
-762
73
$4.1M 0.34%
27,180
+1,885
74
$4.02M 0.33%
19,559
-4,578
75
$4.01M 0.33%
124,050
-120