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
451
$41K ﹤0.01%
263
-107
452
$41K ﹤0.01%
371
-363
453
$41K ﹤0.01%
1,016
-212
454
$41K ﹤0.01%
817
-183
455
$41K ﹤0.01%
518
+27
456
$40K ﹤0.01%
324
-16
457
$40K ﹤0.01%
504
+204
458
$39K ﹤0.01%
1,500
-1,227
459
$39K ﹤0.01%
430
-2,374
460
$38K ﹤0.01%
375
-79
461
$38K ﹤0.01%
398
+218
462
$37K ﹤0.01%
700
+214
463
$36K ﹤0.01%
430
-413
464
$36K ﹤0.01%
123
+103
465
$35K ﹤0.01%
430
466
$35K ﹤0.01%
725
-184
467
$34K ﹤0.01%
145
+36
468
$34K ﹤0.01%
587
469
$34K ﹤0.01%
725
+524
470
$34K ﹤0.01%
101
-71
471
$33K ﹤0.01%
505
472
$32K ﹤0.01%
770
+141
473
$32K ﹤0.01%
530
-909
474
$32K ﹤0.01%
429
+51
475
$32K ﹤0.01%
100
+50
17 18
19
20 21