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
101
$2.02M 0.27%
77,025
+20,725
102
$2M 0.27%
39,359
+4,450
103
$1.99M 0.27%
74,025
+3,075
104
$1.99M 0.27%
18,530
+1,595
105
$1.98M 0.27%
66,818
+5,060
106
$1.97M 0.27%
70,700
+13,450
107
$1.95M 0.26%
71,250
+16,625
108
$1.95M 0.26%
22,752
+22,735
109
$1.94M 0.26%
66,042
-35,019
110
$1.93M 0.26%
30,856
+30,556
111
$1.85M 0.25%
2,076,800
+178,600
112
$1.84M 0.25%
70,975
-725
113
$1.81M 0.24%
69,846
+10,406
114
$1.8M 0.24%
35,408
+1,453
115
$1.79M 0.24%
11,380
-150
116
$1.78M 0.24%
9,713
+818
117
$1.77M 0.24%
+27,057
118
$1.76M 0.24%
26,560
-6,191
119
$1.76M 0.24%
7,525
+493
120
$1.74M 0.24%
26,923
+10,083
121
$1.72M 0.23%
67,960
+67,950
122
$1.71M 0.23%
11,426
+40
123
$1.7M 0.23%
64,600
+3,350
124
$1.67M 0.22%
26,601
+2,410
125
$1.62M 0.22%
22,905
+1,770
3 4
5
6 7