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
1626
$1.28K ﹤0.01%
19
+9
1627
$1.27K ﹤0.01%
66
1628
$1.25K ﹤0.01%
34
-548
1629
$1.24K ﹤0.01%
19
-12
1630
$1.24K ﹤0.01%
33
1631
$1.24K ﹤0.01%
17
1632
$1.24K ﹤0.01%
+145
1633
$1.23K ﹤0.01%
94
1634
$1.22K ﹤0.01%
28
+5
1635
$1.2K ﹤0.01%
+9
1636
$1.19K ﹤0.01%
56
-13
1637
$1.18K ﹤0.01%
+24
1638
$1.18K ﹤0.01%
262
+208
1639
$1.18K ﹤0.01%
+6
1640
$1.18K ﹤0.01%
84
1641
$1.17K ﹤0.01%
60
1642
$1.17K ﹤0.01%
167
+47
1643
$1.16K ﹤0.01%
22
+1
1644
$1.15K ﹤0.01%
9,300
1645
$1.15K ﹤0.01%
42
1646
$1.15K ﹤0.01%
+25
1647
$1.15K ﹤0.01%
18
-163
1648
$1.15K ﹤0.01%
+40
1649
$1.14K ﹤0.01%
+35
1650
$1.14K ﹤0.01%
32
64 65
66
67 68