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
926
$1K ﹤0.01%
+5
927
$1K ﹤0.01%
+5
928
$1K ﹤0.01%
+30
929
$1K ﹤0.01%
13
-116
930
$1K ﹤0.01%
+9
931
$1K ﹤0.01%
+2
932
$1K ﹤0.01%
4
-8
933
$1K ﹤0.01%
+1
934
$1K ﹤0.01%
+30
935
$1K ﹤0.01%
+9
936
$1K ﹤0.01%
14
-11
937
$1K ﹤0.01%
+256
938
$1K ﹤0.01%
21
-19
939
$1K ﹤0.01%
+18
940
$1K ﹤0.01%
11
-59
941
$1K ﹤0.01%
+69
942
$1K ﹤0.01%
20
-1
943
$1K ﹤0.01%
311
944
$1K ﹤0.01%
+26
945
$1K ﹤0.01%
+12
946
$1K ﹤0.01%
+40
947
$1K ﹤0.01%
+2
948
$1K ﹤0.01%
+59
949
$1K ﹤0.01%
+11
950
$1K ﹤0.01%
+36
36 37
38
39 40