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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$15.4K ﹤0.01%
383
+103
877
$15.2K ﹤0.01%
129
878
$15.2K ﹤0.01%
26
879
$15.1K ﹤0.01%
1,207
+43
880
$15.1K ﹤0.01%
350
+76
881
$15.1K ﹤0.01%
122
+5
882
$15K ﹤0.01%
133
-173
883
$15K ﹤0.01%
156
-108
884
$15K ﹤0.01%
40
+18
885
$15K ﹤0.01%
356
-101
886
$14.9K ﹤0.01%
424
-73
887
$14.9K ﹤0.01%
173
-50
888
$14.9K ﹤0.01%
76
+7
889
$14.9K ﹤0.01%
121
-6
890
$14.9K ﹤0.01%
58
+1
891
$14.7K ﹤0.01%
645
+103
892
$14.6K ﹤0.01%
202
-83
893
$14.5K ﹤0.01%
125
894
$14.5K ﹤0.01%
135
+13
895
$14.4K ﹤0.01%
+4,680
896
$14.3K ﹤0.01%
2,571
+1,580
897
$14.3K ﹤0.01%
64
-1
898
$14.2K ﹤0.01%
92
899
$14.2K ﹤0.01%
295
-2
900
$14.1K ﹤0.01%
77
34 35
36
37 38