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
551
$15K ﹤0.01%
161
-6
552
$15K ﹤0.01%
917
553
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41
+2
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193
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557
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+151
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100
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560
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345
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43
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$13K ﹤0.01%
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+258
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+57
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$13K ﹤0.01%
100
565
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63
+36
566
$13K ﹤0.01%
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567
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568
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569
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206
+27
570
$13K ﹤0.01%
609
571
$13K ﹤0.01%
69
-19
572
$13K ﹤0.01%
109
+9
573
$12K ﹤0.01%
+62
574
$12K ﹤0.01%
144
575
$12K ﹤0.01%
518
+126
21 22
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