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
526
$19K ﹤0.01%
520
-23
527
$19K ﹤0.01%
98
-23
528
$19K ﹤0.01%
864
+108
529
$19K ﹤0.01%
376
530
$19K ﹤0.01%
148
531
$18K ﹤0.01%
1,026
-141
532
$18K ﹤0.01%
+394
533
$18K ﹤0.01%
294
-349
534
$17K ﹤0.01%
+333
535
– –
0
536
$16K ﹤0.01%
23
+7
537
$16K ﹤0.01%
470
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538
$16K ﹤0.01%
268
+108
539
$16K ﹤0.01%
37
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540
$16K ﹤0.01%
497
+161
541
$16K ﹤0.01%
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542
$16K ﹤0.01%
603
543
$16K ﹤0.01%
58
544
$16K ﹤0.01%
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545
$16K ﹤0.01%
165
-1,075
546
$15K ﹤0.01%
26
-2
547
$15K ﹤0.01%
150
+29
548
$15K ﹤0.01%
401
+156
549
$15K ﹤0.01%
800
-224
550
$15K ﹤0.01%
464
-346
20 21
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23 24