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
1676
$1.01K ﹤0.01%
+97
1677
$999 ﹤0.01%
18
1678
$994 ﹤0.01%
46
-10
1679
$989 ﹤0.01%
+32
1680
$988 ﹤0.01%
+53
1681
$985 ﹤0.01%
+13
1682
$964 ﹤0.01%
219
+24
1683
$963 ﹤0.01%
44
1684
$956 ﹤0.01%
58
1685
$945 ﹤0.01%
+900
1686
$935 ﹤0.01%
117
-29
1687
$930 ﹤0.01%
+25
1688
$924 ﹤0.01%
10
1689
$916 ﹤0.01%
+84
1690
$916 ﹤0.01%
18
-28
1691
$909 ﹤0.01%
25
-64
1692
$909 ﹤0.01%
+12
1693
$906 ﹤0.01%
23
+12
1694
$900 ﹤0.01%
+41
1695
$899 ﹤0.01%
+37
1696
$892 ﹤0.01%
33
+12
1697
$889 ﹤0.01%
19
-186
1698
$883 ﹤0.01%
49
+31
1699
$877 ﹤0.01%
14
-21
1700
$874 ﹤0.01%
26
-92
66 67
68
69 70