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
326
$239K 0.01%
+9,248
327
$239K 0.01%
+8,935
328
$238K 0.01%
5,501
+166
329
$236K 0.01%
3,945
-129
330
$230K 0.01%
769
+34
331
$227K 0.01%
1,020
+66
332
$210K 0.01%
5,297
-51
333
$206K 0.01%
1,910
+451
334
$204K 0.01%
3,082
+32
335
$196K 0.01%
613
-45
336
$195K 0.01%
1,670
-431
337
$188K 0.01%
7,183
-594
338
$184K 0.01%
1,801
+550
339
$180K 0.01%
2,060
-210
340
$178K 0.01%
2,740
341
$175K 0.01%
3,569
-976
342
$172K 0.01%
1,249
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343
$172K 0.01%
5,205
-260
344
$169K 0.01%
753
-151
345
$168K 0.01%
2,455
-1,425
346
$166K 0.01%
759
+31
347
$162K 0.01%
5,700
+5,550
348
$162K 0.01%
5,080
-1,802
349
$161K 0.01%
574
+40
350
$157K 0.01%
3,861
12 13
14
15 16