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
1651
$995 ﹤0.01%
+79
1652
$991 ﹤0.01%
111
-185
1653
$986 ﹤0.01%
+61
1654
$980 ﹤0.01%
24
1655
$970 ﹤0.01%
33
1656
$966 ﹤0.01%
+39
1657
$963 ﹤0.01%
+6
1658
$962 ﹤0.01%
38
+25
1659
$959 ﹤0.01%
+15
1660
$958 ﹤0.01%
25
1661
$958 ﹤0.01%
+47
1662
$957 ﹤0.01%
19
1663
$949 ﹤0.01%
32
+26
1664
$947 ﹤0.01%
42
1665
$945 ﹤0.01%
+21
1666
$943 ﹤0.01%
+86
1667
$940 ﹤0.01%
108
1668
$939 ﹤0.01%
+37
1669
$937 ﹤0.01%
13
1670
$927 ﹤0.01%
29
-37
1671
$924 ﹤0.01%
+64
1672
$923 ﹤0.01%
+32
1673
$923 ﹤0.01%
125
1674
$920 ﹤0.01%
33
+21
1675
$912 ﹤0.01%
3
-6
65 66
67
68 69