MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.89B
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,517
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$9.82M
3 +$9.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.25M
5
XOM icon
Exxon Mobil
XOM
+$3.71M

Top Sells

1 +$9.19M
2 +$7.03M
3 +$5.87M
4
NVDA icon
NVIDIA
NVDA
+$5.68M
5
AAPL icon
Apple
AAPL
+$5.2M

Sector Composition

1 Technology 22.12%
2 Financials 11.18%
3 Consumer Discretionary 7.57%
4 Industrials 7.54%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRX
1851
Marex Group
MRX
$3.78B
$3.15K ﹤0.01%
+82
STAA icon
1852
STAAR Surgical
STAA
$1.35B
$3.14K ﹤0.01%
136
-13
ARRY icon
1853
Array Technologies
ARRY
$1.2B
$3.13K ﹤0.01%
340
EOLS icon
1854
Evolus
EOLS
$351M
$3.13K ﹤0.01%
471
+317
GPRE icon
1855
Green Plains
GPRE
$1.24B
$3.13K ﹤0.01%
319
FC icon
1856
Franklin Covey
FC
$242M
$3.12K ﹤0.01%
186
+144
MNDY icon
1857
monday.com
MNDY
$3.72B
$3.1K ﹤0.01%
21
-2
SON icon
1858
Sonoco
SON
$4.95B
$3.1K ﹤0.01%
71
+37
TRN icon
1859
Trinity Industries
TRN
$2.89B
$3.09K ﹤0.01%
117
-104
FUN icon
1860
Cedar Fair
FUN
$1.92B
$3.08K ﹤0.01%
201
+19
REAL icon
1861
The RealReal
REAL
$1.42B
$3.08K ﹤0.01%
195
DHT icon
1862
DHT Holdings
DHT
$3.04B
$3.06K ﹤0.01%
251
-12
ONTF
1863
DELISTED
ON24
ONTF
$3.06K ﹤0.01%
385
+232
HUN icon
1864
Huntsman Corp
HUN
$2.55B
$3.06K ﹤0.01%
306
-414
MAT icon
1865
Mattel
MAT
$4.34B
$3.06K ﹤0.01%
154
-15
CXM icon
1866
Sprinklr
CXM
$1.29B
$3.04K ﹤0.01%
391
+198
SHEN icon
1867
Shenandoah Telecom
SHEN
$901M
$3.04K ﹤0.01%
+263
NODK icon
1868
NI Holdings
NODK
$265M
$3.03K ﹤0.01%
228
JBGS
1869
JBG SMITH
JBGS
$868M
$3.03K ﹤0.01%
178
LZB icon
1870
La-Z-Boy
LZB
$1.44B
$3.02K ﹤0.01%
81
-4
YELP icon
1871
Yelp
YELP
$1.61B
$3.01K ﹤0.01%
99
-66
OSW icon
1872
OneSpaWorld
OSW
$2.56B
$3.01K ﹤0.01%
145
+5
AVNT icon
1873
Avient
AVNT
$3.37B
$3K ﹤0.01%
96
-79
CEVA icon
1874
CEVA Inc
CEVA
$899M
$2.99K ﹤0.01%
139
+58
MCFT icon
1875
MasterCraft Boat Holdings
MCFT
$382M
$2.95K ﹤0.01%
156
+89