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
+$3.06M
2
+$2.64M
3
+$2.41M
4
CBRE icon
CBRE Group
CBRE
+$2.37M
5
CVX icon
Chevron
CVX
+$2.29M

Top Sells

1
+$2.44M
2
+$2.24M
3
+$2.07M
4
EOG icon
EOG Resources
EOG
+$1.9M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.75M

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
76
$2.55M 0.34%
89,372
-1,615
77
$2.52M 0.34%
23,802
+17,827
78
$2.48M 0.33%
22,218
-6,535
79
$2.46M 0.33%
105,903
-14,943
80
$2.43M 0.33%
18,506
+385
81
$2.4M 0.32%
80,871
+15,292
82
$2.4M 0.32%
46,710
+3,220
83
$2.37M 0.32%
+82,140
84
$2.35M 0.32%
60,838
+442
85
$2.3M 0.31%
42,606
+433
86
$2.3M 0.31%
63,683
-3,859
87
$2.28M 0.31%
42,146
+2,567
88
$2.26M 0.3%
72,070
+5,627
89
$2.25M 0.3%
71,673
+7,599
90
$2.21M 0.3%
27,214
+9,607
91
$2.18M 0.29%
99,780
+18,620
92
$2.15M 0.29%
34,971
-113
93
$2.12M 0.29%
33,244
-2,786
94
$2.12M 0.29%
7,923
-429
95
$2.12M 0.29%
83,200
+3,725
96
$2.12M 0.29%
33,644
+1,810
97
$2.08M 0.28%
30,042
+2,182
98
$2.07M 0.28%
32,449
+3,462
99
$2.06M 0.28%
21,943
+2,031
100
$2.05M 0.28%
+46,300
2 3
4
5 6