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
$1.21B
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,215
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$3.92M
3 +$2.68M
4
RTN
Raytheon Company
RTN
+$2.48M
5
HAL icon
Halliburton
HAL
+$2.41M

Top Sells

1 +$3.83M
2 +$2.76M
3 +$2.56M
4
CAG icon
Conagra Brands
CAG
+$2.3M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.98M

Sector Composition

1 Financials 10.83%
2 Technology 9.18%
3 Healthcare 8.25%
4 Industrials 7.68%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.94M 0.24%
14,348
+802
102
$2.75M 0.23%
21,403
+1,386
103
$2.75M 0.23%
9,556
-1,516
104
$2.66M 0.22%
14,261
+13,312
105
$2.64M 0.22%
41,718
-1,420
106
$2.64M 0.22%
71,895
-5,775
107
$2.55M 0.21%
42,645
-5,081
108
$2.53M 0.21%
72,463
+3,294
109
$2.52M 0.21%
16,918
+1,280
110
$2.44M 0.2%
53,026
+52,458
111
$2.41M 0.2%
43,180
+1,929
112
$2.4M 0.2%
57,362
+8,832
113
$2.33M 0.19%
9,819
-393
114
$2.27M 0.19%
41,164
-813
115
$2.27M 0.19%
14,495
+4,152
116
$2.23M 0.18%
12,516
-258
117
$2.23M 0.18%
11,379
-264
118
$2.21M 0.18%
83,380
+13,818
119
$2.1M 0.17%
32,539
-10,830
120
$2.03M 0.17%
31,231
-2,106
121
$2.03M 0.17%
20,551
-4,087
122
$2.02M 0.17%
24,958
-357
123
$1.99M 0.16%
10,673
-215
124
$1.81M 0.15%
18,103
+6,278
125
$1.8M 0.15%
16,961
+16,571