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
751
$4K ﹤0.01%
+65
752
$4K ﹤0.01%
+31
753
$4K ﹤0.01%
+74
754
$4K ﹤0.01%
33
+13
755
$4K ﹤0.01%
156
+46
756
$4K ﹤0.01%
+249
757
$4K ﹤0.01%
723
758
$4K ﹤0.01%
+126
759
$4K ﹤0.01%
+44
760
$4K ﹤0.01%
+19
761
$4K ﹤0.01%
156
+66
762
$4K ﹤0.01%
158
+124
763
$4K ﹤0.01%
74
-25
764
$4K ﹤0.01%
99
-80,780
765
$4K ﹤0.01%
13
-254
766
$4K ﹤0.01%
+125
767
$4K ﹤0.01%
207
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768
$4K ﹤0.01%
+269
769
$4K ﹤0.01%
128
770
$4K ﹤0.01%
22
771
$4K ﹤0.01%
19
-16
772
$4K ﹤0.01%
71
+31
773
$4K ﹤0.01%
+57
774
$4K ﹤0.01%
+30
775
$4K ﹤0.01%
35
+7
29 30
31
32 33