MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1051
$1K ﹤0.01%
28
1052
$1K ﹤0.01%
+15
1053
$1K ﹤0.01%
6
1054
$1K ﹤0.01%
+53
1055
$1K ﹤0.01%
+16
1056
$1K ﹤0.01%
+4
1057
$1K ﹤0.01%
19
1058
$1K ﹤0.01%
+14
1059
$1K ﹤0.01%
+32
1060
$1K ﹤0.01%
10
-4,155
1061
$1K ﹤0.01%
+55
1062
$1K ﹤0.01%
24
-333
1063
$1K ﹤0.01%
+54
1064
$1K ﹤0.01%
+11
1065
$1K ﹤0.01%
+90
1066
$1K ﹤0.01%
+21
1067
$1K ﹤0.01%
90
1068
$1K ﹤0.01%
+6
1069
$1K ﹤0.01%
+7
1070
$1K ﹤0.01%
+25
1071
$1K ﹤0.01%
+30
1072
$1K ﹤0.01%
+5
1073
$1K ﹤0.01%
10
1074
$1K ﹤0.01%
+17
1075
$1K ﹤0.01%
+12
41 42
43
44 45