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
276
$521K 0.02%
6,036
-10,804
277
$516K 0.02%
10,867
-509
278
$511K 0.02%
15,948
-13,040
279
$508K 0.02%
16,115
-6,755
280
$495K 0.02%
+23,782
281
$495K 0.02%
11,463
-542
282
$488K 0.02%
12,973
-277
283
$475K 0.02%
27,051
-2,078
284
$474K 0.02%
7,437
-1,136
285
$472K 0.02%
3,539
-122
286
$467K 0.02%
12,987
-58
287
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6,687
-126
288
$432K 0.02%
8,429
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289
$431K 0.02%
2,255
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290
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6,335
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292
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293
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17,900
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294
$406K 0.02%
7,325
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295
$404K 0.02%
6,088
-66
296
$399K 0.02%
31,392
-1,487
297
$398K 0.02%
5,382
-4
298
$397K 0.02%
5,341
-736
299
$390K 0.02%
2,696
-596
300
$381K 0.02%
3,730
-300
10 11
12
13 14