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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
2051
– –
-20
2052
– –
-63
2053
– –
-102
2054
– –
-604
2055
– –
-107
2056
– –
-18
2057
– –
-6
2058
– –
-6,922
2059
– –
0
2060
– –
-14
2061
– –
-89
2062
– –
-6
2063
– –
-200
2064
– –
-51,205
2065
– –
-10
2066
– –
-25
2067
– –
-177
2068
– –
-71
2069
– –
-34
2070
– –
-62
2071
– –
-2,500
2072
– –
-338
2073
– –
-75
2074
– –
-45
2075
– –
-260
81 82
83
84 85