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
851
$2K ﹤0.01%
+44
852
$2K ﹤0.01%
220
853
$2K ﹤0.01%
+63
854
$2K ﹤0.01%
+73
855
$2K ﹤0.01%
8,700
856
$2K ﹤0.01%
28
+4
857
$2K ﹤0.01%
+146
858
$2K ﹤0.01%
+9
859
$2K ﹤0.01%
+21
860
$2K ﹤0.01%
+23
861
$2K ﹤0.01%
+110
862
$2K ﹤0.01%
+31
863
$2K ﹤0.01%
+66
864
$2K ﹤0.01%
+28
865
$2K ﹤0.01%
+46
866
$2K ﹤0.01%
+19
867
$2K ﹤0.01%
+49
868
$2K ﹤0.01%
30
-55
869
$2K ﹤0.01%
+151
870
$2K ﹤0.01%
14
-65
871
$2K ﹤0.01%
+20
872
$2K ﹤0.01%
66
873
$2K ﹤0.01%
+87
874
$2K ﹤0.01%
43
-38
875
$2K ﹤0.01%
+23
33 34
35
36 37