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
1576
$1.57K ﹤0.01%
25
-13
1577
$1.57K ﹤0.01%
32
-146
1578
$1.57K ﹤0.01%
139
1579
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41
+17
1580
$1.56K ﹤0.01%
+29
1581
$1.55K ﹤0.01%
25
+10
1582
$1.55K ﹤0.01%
367
-68
1583
$1.54K ﹤0.01%
57
1584
$1.54K ﹤0.01%
45
-163
1585
$1.53K ﹤0.01%
+71
1586
$1.53K ﹤0.01%
+18
1587
$1.52K ﹤0.01%
36
+23
1588
$1.52K ﹤0.01%
20
-62
1589
$1.51K ﹤0.01%
+34
1590
$1.51K ﹤0.01%
+107
1591
$1.5K ﹤0.01%
94
+52
1592
$1.48K ﹤0.01%
22
+2
1593
$1.48K ﹤0.01%
84
+3
1594
$1.47K ﹤0.01%
26
1595
$1.46K ﹤0.01%
5
-12
1596
$1.45K ﹤0.01%
66
-292
1597
$1.44K ﹤0.01%
10
+5
1598
$1.44K ﹤0.01%
94
-13
1599
$1.44K ﹤0.01%
20
-40
1600
$1.44K ﹤0.01%
33
-108
62 63
64
65 66