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
+$28.7M
2
+$17.8M
3
+$15.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.3M

Top Sells

1
+$5.7M
2
+$3.68M
3
+$2.7M
4
QCOM icon
Qualcomm
QCOM
+$2.16M
5
LYB icon
LyondellBasell Industries
LYB
+$1.81M

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
726
$489 ﹤0.01%
33
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727
$472 ﹤0.01%
+7
728
$455 ﹤0.01%
11
-231
729
$454 ﹤0.01%
+22
730
$445 ﹤0.01%
+10
731
$442 ﹤0.01%
68
732
$425 ﹤0.01%
+54
733
$415 ﹤0.01%
+5
734
$407 ﹤0.01%
19
+3
735
$392 ﹤0.01%
12
+2
736
$392 ﹤0.01%
+36
737
$356 ﹤0.01%
10
738
$342 ﹤0.01%
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739
$342 ﹤0.01%
67
740
$337 ﹤0.01%
10
741
$332 ﹤0.01%
+15
742
$324 ﹤0.01%
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743
$316 ﹤0.01%
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744
$310 ﹤0.01%
81
+39
745
$304 ﹤0.01%
+7
746
$280 ﹤0.01%
+6
747
$275 ﹤0.01%
+10
748
$247 ﹤0.01%
+57
749
$246 ﹤0.01%
20
750
$242 ﹤0.01%
2
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28 29
30
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