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
951
$1K ﹤0.01%
+24
952
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+11
953
$1K ﹤0.01%
+16
954
$1K ﹤0.01%
+17
955
$1K ﹤0.01%
+1,300
956
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2
-38
957
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+37
958
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+29
959
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11
960
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+5
961
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+13
962
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+29
963
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+28
964
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+17
965
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+38
966
$1K ﹤0.01%
+64
967
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30
968
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1
-1
969
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+17
970
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+15
971
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6
972
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18
-14
973
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+32
974
$1K ﹤0.01%
+9
975
$1K ﹤0.01%
+13
37 38
39
40 41