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
1726
$759 ﹤0.01%
33
-31
1727
$756 ﹤0.01%
49
1728
$755 ﹤0.01%
20
1729
$754 ﹤0.01%
11
-19
1730
$753 ﹤0.01%
24
1731
$750 ﹤0.01%
156
+128
1732
$744 ﹤0.01%
+17
1733
$737 ﹤0.01%
+60
1734
$733 ﹤0.01%
+20
1735
$727 ﹤0.01%
12
1736
$718 ﹤0.01%
56
-13
1737
$717 ﹤0.01%
+81
1738
$711 ﹤0.01%
100
1739
$705 ﹤0.01%
19
+9
1740
$704 ﹤0.01%
16
1741
$700 ﹤0.01%
13
-215
1742
$691 ﹤0.01%
30
1743
$688 ﹤0.01%
4
1744
$683 ﹤0.01%
+23
1745
$682 ﹤0.01%
15
1746
$682 ﹤0.01%
29
1747
$681 ﹤0.01%
+25
1748
$680 ﹤0.01%
20
-45
1749
$680 ﹤0.01%
+69
1750
$678 ﹤0.01%
+24
68 69
70
71 72