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
$2.98B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$13.7M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$55.3M
2
+$10.6M
3
+$4.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.31M
5
VZ icon
Verizon
VZ
+$3.22M

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
2076
– –
-40
2077
– –
-25
2078
– –
-18,099
2079
– –
-366
2080
– –
-74
2081
– –
-380
2082
– –
-37
2083
– –
-26
2084
– –
-128
2085
– –
-42
2086
– –
-21
2087
– –
-203
2088
– –
-176
2089
– –
-65
2090
– –
-1,435
2091
– –
-653
2092
– –
-60
2093
– –
-554
2094
– –
-13
2095
– –
-216
2096
– –
-15
2097
– –
-31
2098
– –
-16
2099
– –
-42
2100
– –
-1
82 83
84
85 86