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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
$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
901
– –
0
902
– –
-2,127
903
– –
-200
904
– –
-4,842
905
– –
-32,937
906
– –
-2,860
907
– –
-70
908
– –
-2,060
909
– –
-172
910
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-235
911
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-200
912
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913
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-400
914
– –
-700
915
– –
-31,975
916
– –
-500
917
– –
-59
918
– –
-6,927
919
– –
-9,499
920
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-75
921
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-5,954
922
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-200
923
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0
924
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925
– –
-18
35 36
37
38 39