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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
$1.17B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.38M
3
+$3.93M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.42M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.25M

Top Sells

1
+$6.92M
2
+$4.91M
3
+$2.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.7M

Sector Composition

1 Financials 10.46%
2 Technology 10.02%
3 Healthcare 9.2%
4 Consumer Discretionary 8.64%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$555K 0.05%
11,586
-12,504
227
$530K 0.05%
33,344
-872
228
$530K 0.05%
6,415
-218
229
$530K 0.05%
55,371
-347
230
$525K 0.04%
12,809
-2,018
231
$520K 0.04%
19,724
-1,297
232
$505K 0.04%
26,225
-261
233
$503K 0.04%
5,357
+4
234
$503K 0.04%
30,033
-4,553
235
$500K 0.04%
7,485
-27,717
236
$499K 0.04%
3,484
-31
237
$496K 0.04%
4,562
-480
238
$494K 0.04%
19,764
+19,451
239
$491K 0.04%
8,002
-95
240
$490K 0.04%
4,795
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241
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9,954
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242
$484K 0.04%
6,858
+2,446
243
$480K 0.04%
26,549
-273
244
$478K 0.04%
3,205
245
$474K 0.04%
47,496
246
$472K 0.04%
+7,350
247
$471K 0.04%
4,680
+33
248
$463K 0.04%
4,225
-504
249
$458K 0.04%
5,822
-84
250
$453K 0.04%
4,421
-860
8 9
10
11 12