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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
$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
701
$5K ﹤0.01%
14
-47
702
$5K ﹤0.01%
73
703
$5K ﹤0.01%
+190
704
$5K ﹤0.01%
+177
705
$5K ﹤0.01%
29
+10
706
$5K ﹤0.01%
+12
707
$5K ﹤0.01%
35
+3
708
$5K ﹤0.01%
123
709
$5K ﹤0.01%
+82
710
$5K ﹤0.01%
+29
711
$5K ﹤0.01%
+13
712
$5K ﹤0.01%
+105
713
$5K ﹤0.01%
65
-16
714
$5K ﹤0.01%
75
+22
715
$5K ﹤0.01%
+387
716
$5K ﹤0.01%
32
-168
717
$5K ﹤0.01%
+49
718
$5K ﹤0.01%
71
+62
719
$5K ﹤0.01%
35
+12
720
$5K ﹤0.01%
30
+15
721
$5K ﹤0.01%
65
-1
722
$5K ﹤0.01%
486
723
$5K ﹤0.01%
+19
724
$5K ﹤0.01%
177
+147
725
$5K ﹤0.01%
+100
27 28
29
30 31