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
1776
$498 ﹤0.01%
+34
1777
$494 ﹤0.01%
+14
1778
$488 ﹤0.01%
+21
1779
$486 ﹤0.01%
22
1780
$486 ﹤0.01%
28
-5
1781
$480 ﹤0.01%
+28
1782
$475 ﹤0.01%
3
1783
$472 ﹤0.01%
+73
1784
$464 ﹤0.01%
+125
1785
$463 ﹤0.01%
12
1786
$458 ﹤0.01%
+14
1787
$454 ﹤0.01%
+10
1788
$451 ﹤0.01%
19
1789
$450 ﹤0.01%
13
-75
1790
$449 ﹤0.01%
9
1791
$444 ﹤0.01%
+8
1792
$437 ﹤0.01%
22
-129
1793
$435 ﹤0.01%
+17
1794
$435 ﹤0.01%
123
1795
$430 ﹤0.01%
9
1796
$430 ﹤0.01%
+31
1797
$429 ﹤0.01%
18
+2
1798
$426 ﹤0.01%
+27
1799
$420 ﹤0.01%
+2
1800
$420 ﹤0.01%
4
70 71
72
73 74