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
826
$3K ﹤0.01%
+100
827
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+24
828
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+50
829
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+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%
28
+4
835
$2K ﹤0.01%
+146
836
$2K ﹤0.01%
+9
837
$2K ﹤0.01%
+21
838
$2K ﹤0.01%
+23
839
$2K ﹤0.01%
+110
840
$2K ﹤0.01%
+31
841
$2K ﹤0.01%
+66
842
$2K ﹤0.01%
+28
843
$2K ﹤0.01%
+46
844
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+19
845
$2K ﹤0.01%
+49
846
$2K ﹤0.01%
30
-55
847
$2K ﹤0.01%
+151
848
$2K ﹤0.01%
14
-65
849
$2K ﹤0.01%
+20
850
$2K ﹤0.01%
66
32 33
34
35 36