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
$2.13B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,238
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.82M
3
+$3.58M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.47M
5
MS icon
Morgan Stanley
MS
+$3.33M

Top Sells

1
+$5.91M
2
+$5.86M
3
+$3.73M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$3.31M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.06M

Sector Composition

1 Technology 14.87%
2 Financials 10.68%
3 Healthcare 8.75%
4 Consumer Discretionary 8.47%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$681K 0.03%
5,058
-284
252
$680K 0.03%
3,071
+29
253
$680K 0.03%
4,373
+24
254
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24,603
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255
$661K 0.03%
4,916
-404
256
$650K 0.03%
5,153
-92
257
$648K 0.03%
5,680
-3,339
258
$643K 0.03%
42,885
-22,127
259
$639K 0.03%
2,508
-36
260
$626K 0.03%
549
-28
261
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7,119
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262
$617K 0.03%
23,226
-1,086
263
$614K 0.03%
2,869
-208
264
$595K 0.03%
4,480
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265
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3,912
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4,753
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268
$548K 0.03%
6,027
-146
269
$547K 0.03%
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270
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5,039
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271
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34,536
+33,826
272
$536K 0.03%
4,219
+97
273
$533K 0.03%
22,374
-266
274
$532K 0.03%
3,929
-184
275
$530K 0.02%
1,578
-270
9 10
11
12 13