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
1301
$3.85K ﹤0.01%
171
-6,089
1302
$3.85K ﹤0.01%
88
+57
1303
$3.82K ﹤0.01%
7
-7
1304
$3.82K ﹤0.01%
48
+28
1305
$3.8K ﹤0.01%
41
-17
1306
$3.8K ﹤0.01%
77
+68
1307
$3.78K ﹤0.01%
71
-36
1308
$3.78K ﹤0.01%
214
+123
1309
$3.76K ﹤0.01%
+578
1310
$3.74K ﹤0.01%
300
1311
$3.73K ﹤0.01%
120
-62
1312
$3.72K ﹤0.01%
+224
1313
$3.71K ﹤0.01%
95
+30
1314
$3.71K ﹤0.01%
+75
1315
$3.7K ﹤0.01%
66
+9
1316
$3.68K ﹤0.01%
262
-611
1317
$3.67K ﹤0.01%
42
1318
$3.66K ﹤0.01%
63
1319
$3.66K ﹤0.01%
384
1320
$3.65K ﹤0.01%
122
1321
$3.65K ﹤0.01%
28
+8
1322
$3.65K ﹤0.01%
43
-14
1323
$3.64K ﹤0.01%
154
1324
$3.64K ﹤0.01%
26
+17
1325
$3.63K ﹤0.01%
22
-36
51 52
53
54 55