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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
1976
– –
-235
1977
– –
-13
1978
$0 ﹤0.01%
24
1979
$0 ﹤0.01%
1,300
1980
– –
-133
1981
– –
-250
1982
– –
-67
1983
$0 ﹤0.01%
3
1984
$0 ﹤0.01%
54
1985
– –
-1,719
1986
$0 ﹤0.01%
150
1987
$0 ﹤0.01%
2,265
1988
– –
-3,031
1989
– –
-52
1990
– –
-6
1991
– –
-12,889
1992
– –
-39
1993
– –
-34
1994
– –
-195
1995
– –
-176
1996
– –
-65
1997
– –
-1,435
1998
– –
-653
1999
– –
-2
2000
– –
-99
78 79
80
81 82