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
$448M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$1.53M
4
RL icon
Ralph Lauren
RL
+$1.39M
5
HES
Hess
HES
+$1.29M

Top Sells

1
+$26.5M
2
+$8.25M
3
+$7.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.51M

Sector Composition

1 Industrials 12.51%
2 Financials 12.23%
3 Technology 9.16%
4 Healthcare 9.04%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.26%
43,551
-3,908
102
$1.15M 0.26%
4,537
+4,423
103
$1.13M 0.25%
9,712
-5,522
104
$1.13M 0.25%
41,863
+163
105
$1.09M 0.24%
28,839
-12,300
106
$1.09M 0.24%
16,353
-4,581
107
$1.08M 0.24%
4,798
-1,497
108
$1.07M 0.24%
24,052
+23,675
109
$1.05M 0.23%
49,494
-22,485
110
$1.04M 0.23%
40,660
-30,972
111
$1.04M 0.23%
20,696
+10,838
112
$1.03M 0.23%
39,625
-17,550
113
$1.02M 0.23%
13,263
+12,963
114
$1.02M 0.23%
39,425
-12,900
115
$1.01M 0.23%
21,158
+20,778
116
$1M 0.22%
11,879
-2,949
117
$998K 0.22%
32,078
-5,262
118
$978K 0.22%
6,707
+3,158
119
$962K 0.21%
37,750
+31,050
120
$935K 0.21%
19,107
+19,091
121
$929K 0.21%
+13,701
122
$928K 0.21%
30,778
-10,412
123
$889K 0.2%
13,438
-20,830
124
$888K 0.2%
34,750
+5,975
125
$837K 0.19%
32,125
-1,975
3 4
5
6 7