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
1001
– –
0
1002
– –
-550
1003
– –
-174
1004
– –
-26,585
1005
– –
0
1006
– –
-33
1007
– –
0
1008
– –
0
1009
– –
-21
1010
– –
-102
1011
– –
-123
1012
– –
-323
1013
– –
-92
1014
– –
-800
1015
– –
-18
1016
– –
0
1017
– –
-123
1018
– –
0
1019
– –
-44
1020
– –
-200
1021
– –
-156
1022
– –
-125
1023
– –
-465
1024
– –
-25
1025
– –
-38
39 40
41
42 43