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
401
$80K ﹤0.01%
3,261
+1,306
402
$79K ﹤0.01%
386
+32
403
$78K ﹤0.01%
872
+16
404
$78K ﹤0.01%
203
+10
405
$77K ﹤0.01%
565
+39
406
$77K ﹤0.01%
2,250
407
$76K ﹤0.01%
961
-338
408
$75K ﹤0.01%
850
409
$71K ﹤0.01%
+30,479
410
$70K ﹤0.01%
810
+18
411
$69K ﹤0.01%
1,765
-1,253
412
$67K ﹤0.01%
136
+130
413
$66K ﹤0.01%
505
+7
414
$66K ﹤0.01%
852
-776
415
$66K ﹤0.01%
1,335
416
$65K ﹤0.01%
651
-2,330
417
$63K ﹤0.01%
1,545
+45
418
$60K ﹤0.01%
1,248
+134
419
$60K ﹤0.01%
100
-30
420
$59K ﹤0.01%
314
-44
421
$57K ﹤0.01%
880
-550
422
$56K ﹤0.01%
+1,000
423
$56K ﹤0.01%
236
-25
424
$56K ﹤0.01%
2,720
+525
425
$54K ﹤0.01%
636
-110
15 16
17
18 19