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
976
$1K ﹤0.01%
+16
977
$1K ﹤0.01%
+10
978
$1K ﹤0.01%
36
979
$1K ﹤0.01%
+22
980
$1K ﹤0.01%
13
-42
981
$1K ﹤0.01%
+30
982
$1K ﹤0.01%
5
983
$1K ﹤0.01%
+13
984
$1K ﹤0.01%
+59
985
$1K ﹤0.01%
+2
986
$1K ﹤0.01%
+35
987
$1K ﹤0.01%
58
988
$1K ﹤0.01%
+12
989
$1K ﹤0.01%
+27
990
$1K ﹤0.01%
15
991
$1K ﹤0.01%
+18
992
$1K ﹤0.01%
13
993
$1K ﹤0.01%
+8
994
$1K ﹤0.01%
+113
995
$1K ﹤0.01%
2
-5
996
$1K ﹤0.01%
+78
997
$1K ﹤0.01%
+5
998
$1K ﹤0.01%
+22
999
$1K ﹤0.01%
+36
1000
$1K ﹤0.01%
+21
38 39
40
41 42