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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
826
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-4,267
827
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-35
828
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-3,940
829
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0
830
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831
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832
– –
-4,311
833
– –
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834
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-1,000
835
– –
-110
836
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-498
837
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838
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0
839
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-1,356
840
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0
841
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0
842
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-30
843
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0
844
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0
845
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846
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0
847
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0
848
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-50
849
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-10
850
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32 33
34
35 36