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
1951
– –
-38
1952
– –
-45
1953
– –
-346
1954
– –
-184
1955
– –
-290
1956
– –
-265
1957
– –
-34
1958
– –
0
1959
– –
0
1960
– –
0
1961
– –
-58
1962
– –
-63
1963
– –
-43
1964
– –
-13
1965
– –
0
1966
– –
0
1967
– –
-46
1968
– –
-65
1969
– –
-36
1970
– –
0
1971
– –
-44
1972
– –
0
1973
– –
0
1974
– –
0
1975
– –
-35
77 78
79
80 81