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
801
– –
0
802
– –
0
803
– –
-30
804
– –
0
805
– –
0
806
– –
0
807
– –
0
808
– –
0
809
– –
-50
810
– –
-10
811
– –
-1
812
– –
0
813
– –
0
814
– –
-41
815
– –
-880
816
$0 ﹤0.01%
432
817
– –
-94
818
– –
0
819
– –
-92
820
– –
-35
821
– –
-25
822
– –
-67
823
– –
-59
824
– –
-100
825
– –
-22
31 32
33
34 35