MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

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
1701
$874 ﹤0.01%
26
-92
1702
$866 ﹤0.01%
5
1703
$866 ﹤0.01%
21
1704
$864 ﹤0.01%
23
+9
1705
$862 ﹤0.01%
12
1706
$861 ﹤0.01%
18
1707
$860 ﹤0.01%
23
1708
$844 ﹤0.01%
33
+25
1709
$837 ﹤0.01%
+98
1710
$823 ﹤0.01%
+65
1711
$823 ﹤0.01%
18
-28
1712
$818 ﹤0.01%
32
-45
1713
$817 ﹤0.01%
+11
1714
$809 ﹤0.01%
13
+2
1715
$807 ﹤0.01%
+113
1716
$806 ﹤0.01%
+40
1717
$803 ﹤0.01%
21
-2
1718
$793 ﹤0.01%
+82
1719
$792 ﹤0.01%
59
-18
1720
$790 ﹤0.01%
+42
1721
$788 ﹤0.01%
43
-36
1722
$785 ﹤0.01%
+27
1723
$782 ﹤0.01%
+79
1724
$775 ﹤0.01%
+36
1725
$763 ﹤0.01%
12
67 68
69
70 71