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
351
$150K 0.01%
1,411
-444
352
$148K 0.01%
1,231
-611
353
$147K 0.01%
597
+54
354
$145K 0.01%
1,600
355
$143K 0.01%
1,176
-16
356
$142K 0.01%
993
-216
357
$142K 0.01%
7,288
358
$137K 0.01%
733
+30
359
$136K 0.01%
6,288
-1,014
360
$132K 0.01%
13,396
361
$130K 0.01%
2,612
+1,006
362
$127K 0.01%
861
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363
$126K 0.01%
1,200
364
$124K 0.01%
249
-298
365
$123K 0.01%
1,864
+149
366
$122K 0.01%
336
-1,045
367
$121K 0.01%
3,410
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368
$118K 0.01%
1,765
369
$117K 0.01%
2,846
-1,152
370
$114K 0.01%
711
-1
371
$114K 0.01%
5,067
+150
372
$113K 0.01%
1,722
+25
373
$113K 0.01%
928
-126
374
$112K 0.01%
493
-39
375
$107K 0.01%
2,115
-1,908
13 14
15
16 17