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
376
$105K ﹤0.01%
333
+6
377
$103K ﹤0.01%
617
-156
378
$102K ﹤0.01%
1,860
+54
379
$102K ﹤0.01%
381
+31
380
$100K ﹤0.01%
+1,776
381
$98K ﹤0.01%
1,072
+32
382
$97K ﹤0.01%
645
-82
383
$96K ﹤0.01%
448
-483
384
$96K ﹤0.01%
1,030
+65
385
$95K ﹤0.01%
860
+110
386
$94K ﹤0.01%
+13,800
387
$93K ﹤0.01%
+5,300
388
$93K ﹤0.01%
1,739
+33
389
$93K ﹤0.01%
1,298
+79
390
$92K ﹤0.01%
2,589
-4,400
391
$92K ﹤0.01%
1,101
+87
392
$89K ﹤0.01%
2,049
+28
393
$89K ﹤0.01%
895
+14
394
$89K ﹤0.01%
1,092
+17
395
$87K ﹤0.01%
1,964
-526
396
$86K ﹤0.01%
1,560
+60
397
$85K ﹤0.01%
750
-4,961
398
$85K ﹤0.01%
893
-1
399
$85K ﹤0.01%
611
+234
400
$85K ﹤0.01%
1,430
+600
14 15
16
17 18