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
801
$3K ﹤0.01%
+27
802
$3K ﹤0.01%
+99
803
$3K ﹤0.01%
62
804
$3K ﹤0.01%
+34
805
$3K ﹤0.01%
+23
806
$3K ﹤0.01%
300
807
$3K ﹤0.01%
+17
808
$3K ﹤0.01%
175
809
$3K ﹤0.01%
+45
810
$3K ﹤0.01%
+94
811
$3K ﹤0.01%
+84
812
$3K ﹤0.01%
66
813
$3K ﹤0.01%
21
814
$3K ﹤0.01%
29
+10
815
$3K ﹤0.01%
41
+8
816
$3K ﹤0.01%
+44
817
$3K ﹤0.01%
+30
818
$3K ﹤0.01%
+218
819
$3K ﹤0.01%
+41
820
$3K ﹤0.01%
84
+49
821
$3K ﹤0.01%
+35
822
$3K ﹤0.01%
+72
823
$3K ﹤0.01%
+26
824
$3K ﹤0.01%
122
+16
825
$3K ﹤0.01%
+34
31 32
33
34 35