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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$12.8M
3
+$10.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.51M

Top Sells

1
+$49.1M
2
+$9.47M
3
+$3.73M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.17M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.13M

Sector Composition

1 Technology 19.75%
2 Financials 9.59%
3 Consumer Discretionary 9.01%
4 Healthcare 8.15%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$6.09K ﹤0.01%
268
+33
1177
$6.05K ﹤0.01%
601
+427
1178
$6.01K ﹤0.01%
166
+4
1179
$6K ﹤0.01%
97
1180
$5.96K ﹤0.01%
+63
1181
$5.95K ﹤0.01%
25
-115
1182
$5.95K ﹤0.01%
136
-4
1183
$5.94K ﹤0.01%
215
-67
1184
$5.94K ﹤0.01%
123
-76
1185
$5.93K ﹤0.01%
107
1186
$5.93K ﹤0.01%
119
-71
1187
$5.91K ﹤0.01%
77
+2
1188
$5.89K ﹤0.01%
131
+13
1189
$5.87K ﹤0.01%
85
1190
$5.86K ﹤0.01%
43
+21
1191
$5.84K ﹤0.01%
139
+45
1192
$5.79K ﹤0.01%
59
+10
1193
$5.79K ﹤0.01%
471
+334
1194
$5.75K ﹤0.01%
179
1195
$5.75K ﹤0.01%
156
+68
1196
$5.74K ﹤0.01%
30
+4
1197
$5.73K ﹤0.01%
154
-232
1198
$5.71K ﹤0.01%
70
+21
1199
$5.71K ﹤0.01%
185
1200
$5.68K ﹤0.01%
68
46 47
48
49 50