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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
876
$2K ﹤0.01%
+43
877
$2K ﹤0.01%
+67
878
$2K ﹤0.01%
+35
879
$2K ﹤0.01%
+9
880
$2K ﹤0.01%
70
-220
881
$2K ﹤0.01%
+4
882
$2K ﹤0.01%
+35
883
$2K ﹤0.01%
161
-715
884
$2K ﹤0.01%
33
-138
885
$2K ﹤0.01%
11
886
$2K ﹤0.01%
+106
887
$2K ﹤0.01%
29
888
$2K ﹤0.01%
+75
889
$2K ﹤0.01%
+128
890
$2K ﹤0.01%
50
891
$2K ﹤0.01%
45
892
$2K ﹤0.01%
+41
893
$2K ﹤0.01%
49
+7
894
$2K ﹤0.01%
77
+39
895
$2K ﹤0.01%
43
-32
896
$2K ﹤0.01%
200
897
$2K ﹤0.01%
72
898
$2K ﹤0.01%
+37
899
$2K ﹤0.01%
+24
900
$2K ﹤0.01%
40
34 35
36
37 38