We are live on ! Find out more
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
1901
– –
-64
1902
– –
0
1903
– –
-35
1904
– –
-5
1905
– –
0
1906
– –
-5
1907
– –
-20
1908
– –
-26
1909
– –
-374
1910
– –
-554
1911
$0 ﹤0.01%
24
1912
$0 ﹤0.01%
1,300
1913
– –
-21,200
1914
$0 ﹤0.01%
67
1915
$0 ﹤0.01%
3
1916
$0 ﹤0.01%
54
1917
$0 ﹤0.01%
3,333
1918
– –
-20
1919
– –
-39
1920
– –
-12
1921
$0 ﹤0.01%
150
1922
– –
-33
1923
$0 ﹤0.01%
2,265
1924
– –
-165
1925
– –
-296
75 76
77
78 79