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
901
$2K ﹤0.01%
40
902
$2K ﹤0.01%
+11
903
$2K ﹤0.01%
+44
904
$2K ﹤0.01%
220
905
$2K ﹤0.01%
+63
906
$2K ﹤0.01%
+73
907
$2K ﹤0.01%
8,700
908
$1K ﹤0.01%
+5
909
$1K ﹤0.01%
2
-2
910
$1K ﹤0.01%
+26
911
$1K ﹤0.01%
+45
912
$1K ﹤0.01%
+17
913
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+7
914
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+27
915
$1K ﹤0.01%
+50
916
$1K ﹤0.01%
16
+5
917
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+42
918
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34
+24
919
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+27
920
$1K ﹤0.01%
+4
921
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+24
922
$1K ﹤0.01%
+5
923
$1K ﹤0.01%
+21
924
$1K ﹤0.01%
+4
925
$1K ﹤0.01%
+26
35 36
37
38 39