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
$2.78B
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
1851
$249 ﹤0.01%
17
1852
$248 ﹤0.01%
+10
1853
$240 ﹤0.01%
+4
1854
$236 ﹤0.01%
3
-16
1855
$235 ﹤0.01%
2
1856
$231 ﹤0.01%
+1
1857
$225 ﹤0.01%
+8
1858
$220 ﹤0.01%
19
-71
1859
$218 ﹤0.01%
+12
1860
$206 ﹤0.01%
7
1861
$202 ﹤0.01%
5
-7
1862
$198 ﹤0.01%
+5
1863
$192 ﹤0.01%
+10
1864
$185 ﹤0.01%
+2
1865
$185 ﹤0.01%
4
1866
$181 ﹤0.01%
+2
1867
$181 ﹤0.01%
+4
1868
$179 ﹤0.01%
+1
1869
$177 ﹤0.01%
8
-104
1870
$167 ﹤0.01%
12
1871
$161 ﹤0.01%
+9
1872
$157 ﹤0.01%
157
1873
$154 ﹤0.01%
16
1874
$150 ﹤0.01%
+12
1875
$140 ﹤0.01%
+16
73 74
75
76 77