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
426
$53K ﹤0.01%
431
+12
427
$53K ﹤0.01%
1,041
428
$51K ﹤0.01%
503
429
$50K ﹤0.01%
2,666
430
$50K ﹤0.01%
1,516
+716
431
$50K ﹤0.01%
517
+17
432
$50K ﹤0.01%
319
+209
433
$50K ﹤0.01%
154
434
$50K ﹤0.01%
1,800
435
$49K ﹤0.01%
451
-4,109
436
$48K ﹤0.01%
370
437
$48K ﹤0.01%
2,211
+658
438
$48K ﹤0.01%
500
439
$48K ﹤0.01%
604
440
$45K ﹤0.01%
1,590
441
$45K ﹤0.01%
398
-93
442
$45K ﹤0.01%
260
+35
443
$45K ﹤0.01%
530
-50
444
$44K ﹤0.01%
585
+234
445
$44K ﹤0.01%
2,452
446
$44K ﹤0.01%
+548
447
$43K ﹤0.01%
1,153
448
$42K ﹤0.01%
317
+8
449
$42K ﹤0.01%
1,005
-2,434
450
$42K ﹤0.01%
692
-1,276
16 17
18
19 20