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
+$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
2101
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-16
2102
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2103
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2104
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2105
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2106
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2107
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2108
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2109
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-8,697
2110
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2111
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2112
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2113
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2114
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-85
2115
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-12,123
2116
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2117
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2118
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-50
2119
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2120
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2121
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2122
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2123
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2124
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2125
– –
-83
82 83 84
85
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