We are live on ! Find out more
MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$13.9M
3 +$3.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Financials 11.12%
2 Industrials 7.33%
3 Healthcare 7.21%
4 Technology 7.14%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
0
552
-34
553
0
554
0
555
-130
556
-1,914
557
0
558
-78
559
-330
560
-100
561
0
562
0
563
0
564
-41
565
0
566
0
567
-572
568
0
569
-2
570
-19
571
-128
572
-333
573
-39,425
574
-40,925
575
-23