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
801
$3K ﹤0.01%
+94
802
$3K ﹤0.01%
+84
803
$3K ﹤0.01%
66
804
$3K ﹤0.01%
21
805
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29
+10
806
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41
+8
807
$3K ﹤0.01%
+44
808
$3K ﹤0.01%
+30
809
$3K ﹤0.01%
+218
810
$3K ﹤0.01%
+41
811
$3K ﹤0.01%
43
+1
812
$3K ﹤0.01%
19
813
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119
-324
814
$3K ﹤0.01%
+48
815
$3K ﹤0.01%
+19
816
$3K ﹤0.01%
+127
817
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18
+11
818
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+92
819
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11
-3
820
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84
+49
821
$3K ﹤0.01%
+35
822
$3K ﹤0.01%
+72
823
$3K ﹤0.01%
+26
824
$3K ﹤0.01%
183
+24
825
$3K ﹤0.01%
+34
31 32
33
34 35