MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,238
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.78M
3
+$3.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.4M
5
MS icon
Morgan Stanley
MS
+$3.38M

Top Sells

1
+$6.35M
2
+$6.13M
3
+$3.6M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$3.26M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.25M

Sector Composition

1 Technology 14.87%
2 Financials 10.68%
3 Healthcare 8.78%
4 Consumer Discretionary 8.47%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$530K 0.02%
1,578
-270
277
$521K 0.02%
6,036
-10,804
278
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-509
279
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15,948
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280
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16,115
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281
$495K 0.02%
+23,782
282
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11,463
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283
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284
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285
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7,437
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286
$472K 0.02%
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288
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6,687
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289
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290
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291
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6,335
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293
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294
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295
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7,325
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296
$404K 0.02%
3,044
-33
297
$399K 0.02%
31,392
-1,487
298
$398K 0.02%
5,382
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299
$397K 0.02%
5,341
-736
300
$390K 0.02%
2,696
-596
10 11
12
13 14