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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.51%
2 Financials 12.23%
3 Technology 9.16%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
0
802
– –
-224
803
– –
-60
804
– –
0
805
– –
-729
806
– –
0
807
– –
-340
808
– –
0
809
– –
-200
810
– –
-142
811
– –
-72
812
– –
-350
813
– –
-600
814
– –
0
815
– –
0
816
– –
0
817
– –
-4,848
818
– –
0
819
– –
-122
820
– –
-300
821
– –
0
822
– –
0
823
– –
0
824
– –
0
825
– –
0
31 32
33
34 35