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
1876
$303 ﹤0.01%
+69
1877
$296 ﹤0.01%
3
-2
1878
$294 ﹤0.01%
16
-16
1879
$289 ﹤0.01%
43
-197
1880
$287 ﹤0.01%
10
1881
$286 ﹤0.01%
+13
1882
$285 ﹤0.01%
+8
1883
$277 ﹤0.01%
12
-17
1884
$272 ﹤0.01%
+14
1885
$271 ﹤0.01%
+7
1886
$269 ﹤0.01%
+5
1887
$266 ﹤0.01%
+9
1888
$264 ﹤0.01%
+36
1889
$263 ﹤0.01%
+10
1890
$262 ﹤0.01%
4
-24
1891
$257 ﹤0.01%
+12
1892
$254 ﹤0.01%
8
-17
1893
$251 ﹤0.01%
+18
1894
$250 ﹤0.01%
+2
1895
$234 ﹤0.01%
2
1896
$233 ﹤0.01%
+38
1897
$231 ﹤0.01%
10
1898
$230 ﹤0.01%
4
1899
$228 ﹤0.01%
8
1900
$224 ﹤0.01%
5
-33
74 75
76
77 78