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
326
$240K 0.01%
8,599
-14,288
327
$239K 0.01%
+8,935
328
$239K 0.01%
+9,248
329
$238K 0.01%
5,501
+166
330
$236K 0.01%
3,945
-129
331
$230K 0.01%
769
+34
332
$227K 0.01%
1,020
+66
333
$210K 0.01%
5,297
-51
334
$206K 0.01%
1,910
+451
335
$204K 0.01%
3,082
+32
336
$196K 0.01%
613
-45
337
$195K 0.01%
1,670
-431
338
$188K 0.01%
7,183
-594
339
$184K 0.01%
1,801
+550
340
$180K 0.01%
2,060
-210
341
$178K 0.01%
2,740
342
$175K 0.01%
3,569
-976
343
$172K 0.01%
1,249
-109
344
$172K 0.01%
5,205
-260
345
$169K 0.01%
753
-151
346
$168K 0.01%
2,455
-1,425
347
$166K 0.01%
759
+31
348
$162K 0.01%
5,700
+5,550
349
$162K 0.01%
5,080
-1,802
350
$161K 0.01%
574
+40
12 13
14
15 16