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
301
$381K 0.02%
3,730
-300
302
$381K 0.02%
4,136
-201
303
$372K 0.02%
5,051
-2,206
304
$372K 0.02%
6,591
-310
305
$371K 0.02%
5,172
+698
306
$363K 0.02%
3,281
-155
307
$359K 0.02%
18,252
+140
308
$357K 0.02%
4,249
-203
309
$336K 0.02%
6,144
-8,057
310
$332K 0.02%
5,653
-234
311
$326K 0.02%
1,596
-959
312
$326K 0.02%
1,083
-188
313
$316K 0.01%
3,101
+24
314
$314K 0.01%
4,944
-571
315
$307K 0.01%
1,659
316
$306K 0.01%
2,233
-19
317
$298K 0.01%
6,288
-85
318
$294K 0.01%
5,699
-2,201
319
$281K 0.01%
1,158
320
$276K 0.01%
4,041
-1,850
321
$270K 0.01%
9,100
322
$261K 0.01%
1,587
+1,582
323
$259K 0.01%
5,049
+49
324
$252K 0.01%
3,220
+1,500
325
$250K 0.01%
4,206
-89
11 12
13
14 15