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
2026
– –
-71
2027
– –
-34
2028
– –
-62
2029
– –
-2,500
2030
– –
-338
2031
– –
-75
2032
– –
-45
2033
– –
-260
2034
– –
-104
2035
– –
-18
2036
– –
-25
2037
– –
-42
2038
– –
-61
2039
– –
-17,471
2040
– –
-475
2041
– –
-579
2042
– –
-49
2043
– –
-80
2044
– –
-15,212
2045
– –
-15
2046
– –
-18
2047
– –
-46
2048
– –
-54
2049
– –
-79
2050
– –
-193
80 81
82
83 84