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
476
$31K ﹤0.01%
208
+10
477
$31K ﹤0.01%
294
-34
478
$31K ﹤0.01%
5,000
479
$31K ﹤0.01%
804
-7
480
$30K ﹤0.01%
+700
481
$30K ﹤0.01%
+1,612
482
$30K ﹤0.01%
179
+130
483
$29K ﹤0.01%
1,721
+1,354
484
$29K ﹤0.01%
133
485
$28K ﹤0.01%
+611
486
$28K ﹤0.01%
609
487
$27K ﹤0.01%
49
+34
488
$27K ﹤0.01%
315
-235
489
$27K ﹤0.01%
408
+52
490
$27K ﹤0.01%
660
-57
491
$26K ﹤0.01%
+272
492
$26K ﹤0.01%
102
493
$25K ﹤0.01%
128
-80
494
$25K ﹤0.01%
806
-30
495
$25K ﹤0.01%
220
-12,322
496
$25K ﹤0.01%
92
497
$25K ﹤0.01%
480
-1,119
498
$24K ﹤0.01%
+829
499
$24K ﹤0.01%
186
500
$24K ﹤0.01%
96
+57
18 19
20
21 22