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
$699M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$17.4M
3
+$15.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.6M

Top Sells

1
+$6.02M
2
+$3.63M
3
+$2.58M
4
QCOM icon
Qualcomm
QCOM
+$2.03M
5
LYB icon
LyondellBasell Industries
LYB
+$1.71M

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
76
$2.48M 0.35%
36,030
+33,986
77
$2.44M 0.35%
35,084
+11,188
78
$2.41M 0.34%
26,978
+26,638
79
$2.38M 0.34%
120,846
+60,696
80
$2.38M 0.34%
36,778
+36,671
81
$2.28M 0.33%
65,579
+35,829
82
$2.26M 0.32%
26,103
+25,203
83
$2.23M 0.32%
23,215
+16,675
84
$2.23M 0.32%
42,173
-18,147
85
$2.22M 0.32%
79,850
+65,600
86
$2.19M 0.31%
+60,396
87
$2.14M 0.31%
66,443
+29,532
88
$2.12M 0.3%
19,912
+6,459
89
$2.08M 0.3%
+32,751
90
$2.08M 0.3%
11,530
-1,494
91
$2.04M 0.29%
79,475
+58,575
92
$2.04M 0.29%
26,077
+23,101
93
$2.01M 0.29%
27,860
+8,132
94
$1.99M 0.28%
43,490
+10,660
95
$1.97M 0.28%
9,687
+6,821
96
$1.92M 0.28%
31,834
-13,290
97
$1.91M 0.27%
70,950
+30,325
98
$1.91M 0.27%
73,612
+22,808
99
$1.91M 0.27%
+28,987
100
$1.87M 0.27%
34,909
-6,803
2 3
4
5 6