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%
67
+7
877
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34
-202
878
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21
-22
879
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53
-1,505
880
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13
881
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60
-13
882
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21
+8
883
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+50
884
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107
+34
885
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+8
886
$2K ﹤0.01%
+93
887
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13
888
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113
+108
889
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19
890
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+11
891
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+77
892
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893
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+86
894
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+8
895
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+165
896
$2K ﹤0.01%
+48
897
$2K ﹤0.01%
+40
898
$2K ﹤0.01%
100
899
$2K ﹤0.01%
+43
900
$2K ﹤0.01%
+67
34 35
36
37 38