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
826
$3K ﹤0.01%
+100
827
$3K ﹤0.01%
+24
828
$3K ﹤0.01%
+50
829
$3K ﹤0.01%
+62
830
$3K ﹤0.01%
35
+3
831
$3K ﹤0.01%
+25
832
$3K ﹤0.01%
33
833
$3K ﹤0.01%
+77
834
$2K ﹤0.01%
11
835
$2K ﹤0.01%
+106
836
$2K ﹤0.01%
29
837
$2K ﹤0.01%
+75
838
$2K ﹤0.01%
+128
839
$2K ﹤0.01%
50
840
$2K ﹤0.01%
45
841
$2K ﹤0.01%
+41
842
$2K ﹤0.01%
49
+7
843
$2K ﹤0.01%
77
+39
844
$2K ﹤0.01%
43
-32
845
$2K ﹤0.01%
200
846
$2K ﹤0.01%
72
847
$2K ﹤0.01%
+37
848
$2K ﹤0.01%
+24
849
$2K ﹤0.01%
40
850
$2K ﹤0.01%
+11
32 33
34
35 36