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
301
$381K 0.02%
4,136
-201
302
$372K 0.02%
5,051
-2,206
303
$372K 0.02%
6,591
-310
304
$371K 0.02%
5,172
+698
305
$363K 0.02%
3,281
-155
306
$359K 0.02%
18,252
+140
307
$357K 0.02%
4,249
-203
308
$336K 0.02%
6,144
-8,057
309
$332K 0.02%
5,653
-234
310
$326K 0.02%
1,596
-959
311
$326K 0.02%
1,083
-188
312
$316K 0.01%
3,101
+24
313
$314K 0.01%
4,944
-571
314
$307K 0.01%
1,659
315
$306K 0.01%
2,233
-19
316
$298K 0.01%
6,288
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317
$294K 0.01%
5,699
-2,201
318
$281K 0.01%
1,158
319
$276K 0.01%
4,041
-1,850
320
$270K 0.01%
9,100
321
$261K 0.01%
1,587
+1,582
322
$259K 0.01%
5,049
+49
323
$252K 0.01%
3,220
+1,500
324
$250K 0.01%
4,206
-89
325
$240K 0.01%
8,599
-14,288
11 12
13
14 15