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
351
$157K 0.01%
3,861
352
$150K 0.01%
1,411
-444
353
$148K 0.01%
1,231
-611
354
$147K 0.01%
597
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355
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1,600
356
$143K 0.01%
1,176
-16
357
$142K 0.01%
993
-216
358
$142K 0.01%
7,288
359
$137K 0.01%
733
+30
360
$136K 0.01%
6,288
-1,014
361
$132K 0.01%
13,396
362
$130K 0.01%
2,612
+1,006
363
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861
-319
364
$126K 0.01%
1,200
365
$124K 0.01%
249
-298
366
$123K 0.01%
1,864
+149
367
$122K 0.01%
336
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368
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3,410
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369
$118K 0.01%
1,765
370
$117K 0.01%
2,846
-1,152
371
$114K 0.01%
711
-1
372
$114K 0.01%
5,067
+150
373
$113K 0.01%
1,722
+25
374
$113K 0.01%
928
-126
375
$112K 0.01%
493
-39
13 14
15
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