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
1851
$360 ﹤0.01%
537
1852
$357 ﹤0.01%
10
-9
1853
$353 ﹤0.01%
+8
1854
$350 ﹤0.01%
10
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1855
$346 ﹤0.01%
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1856
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1857
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1858
$335 ﹤0.01%
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1859
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1860
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-39
1861
$328 ﹤0.01%
6
-108
1862
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+2
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8
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$317 ﹤0.01%
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1866
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$316 ﹤0.01%
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-14
1870
$313 ﹤0.01%
12
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1871
$313 ﹤0.01%
+6
1872
$309 ﹤0.01%
+45
1873
$308 ﹤0.01%
37
+14
1874
$306 ﹤0.01%
+19
1875
$304 ﹤0.01%
12
-21
73 74
75
76 77