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
726
$679 ﹤0.01%
23
727
$676 ﹤0.01%
8
728
$613 ﹤0.01%
10
729
$599 ﹤0.01%
33
730
$550 ﹤0.01%
19
731
$517 ﹤0.01%
45
732
$502 ﹤0.01%
42
733
$500 ﹤0.01%
200
734
$399 ﹤0.01%
21
735
$379 ﹤0.01%
11
+9
736
$378 ﹤0.01%
75
737
$372 ﹤0.01%
12
738
$369 ﹤0.01%
10
739
$346 ﹤0.01%
100
+19
740
$330 ﹤0.01%
17
-2
741
$291 ﹤0.01%
10
742
$272 ﹤0.01%
20
743
$245 ﹤0.01%
+7
744
$240 ﹤0.01%
57
745
$210 ﹤0.01%
28
746
$206 ﹤0.01%
50
747
$188 ﹤0.01%
67
748
$182 ﹤0.01%
26
-132
749
$180 ﹤0.01%
7
750
$172 ﹤0.01%
3
-195
28 29
30
31 32