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
101
$1.86M 0.27%
26,307
+14,299
102
$1.86M 0.27%
71,700
+22,875
103
$1.85M 0.26%
11,386
-3,985
104
$1.83M 0.26%
39,579
+9,954
105
$1.82M 0.26%
+10,593
106
$1.81M 0.26%
+64,074
107
$1.81M 0.26%
9,582
+9,477
108
$1.76M 0.25%
64,080
+23,943
109
$1.69M 0.24%
8,895
+1,955
110
$1.65M 0.24%
33,955
+23,484
111
$1.64M 0.23%
38,176
+10,390
112
$1.64M 0.23%
61,250
+60,450
113
$1.64M 0.23%
+81,160
114
$1.61M 0.23%
61,758
+5,986
115
$1.6M 0.23%
+59,440
116
$1.59M 0.23%
21,135
+14,862
117
$1.58M 0.23%
+57,250
118
$1.58M 0.23%
23,338
+10,062
119
$1.57M 0.23%
16,935
+4,278
120
$1.57M 0.22%
33,618
+23,798
121
$1.56M 0.22%
1,898,200
+1,879,400
122
$1.54M 0.22%
46,706
+6,493
123
$1.48M 0.21%
17,607
+17,547
124
$1.48M 0.21%
+22,326
125
$1.47M 0.21%
+56,300
3 4
5
6 7