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
$474M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.18M
3
+$1.86M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.47M

Top Sells

1
+$1.71M
2
+$1.2M
3
+$1.14M
4
AIG icon
American International
AIG
+$882K
5
CSCO icon
Cisco
CSCO
+$671K

Sector Composition

1 Financials 12.44%
2 Industrials 11.12%
3 Healthcare 10.03%
4 Technology 9.7%
5 Energy 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
0
927
– –
-20
928
– –
-54
929
– –
0
930
– –
0
931
– –
0
932
– –
0
933
– –
-160
934
– –
0
935
– –
-198
936
– –
0
937
– –
-4
938
– –
-81
939
– –
0
940
– –
0
941
– –
-2,300
942
– –
-60
943
– –
0
34 35 36 37
38