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
$2.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.76M
3
+$3.71M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.96M
5
NEM icon
Newmont
NEM
+$2.95M

Top Sells

1
+$3.42M
2
+$3.26M
3
+$3.03M
4
MA icon
Mastercard
MA
+$2.73M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M

Sector Composition

1 Technology 19.59%
2 Financials 9.37%
3 Consumer Discretionary 9.07%
4 Healthcare 8.98%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$1.48K ﹤0.01%
+22
1552
$1.48K ﹤0.01%
26
1553
$1.47K ﹤0.01%
75
+52
1554
$1.45K ﹤0.01%
+48
1555
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20
1556
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30
1557
$1.44K ﹤0.01%
33
1558
$1.44K ﹤0.01%
+187
1559
$1.44K ﹤0.01%
+103
1560
$1.43K ﹤0.01%
46
+25
1561
$1.43K ﹤0.01%
12
-10
1562
$1.43K ﹤0.01%
30
1563
$1.43K ﹤0.01%
+31
1564
$1.42K ﹤0.01%
+20
1565
$1.42K ﹤0.01%
58
+6
1566
$1.41K ﹤0.01%
20
1567
$1.41K ﹤0.01%
33
-11
1568
$1.4K ﹤0.01%
44
1569
$1.39K ﹤0.01%
+27
1570
$1.39K ﹤0.01%
+135
1571
$1.37K ﹤0.01%
65
-71
1572
$1.37K ﹤0.01%
+107
1573
$1.36K ﹤0.01%
+30
1574
$1.36K ﹤0.01%
+27
1575
$1.36K ﹤0.01%
132
+119
61 62
63
64 65