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
376
$107K 0.01%
2,115
-1,908
377
$105K ﹤0.01%
333
+6
378
$103K ﹤0.01%
617
-156
379
$102K ﹤0.01%
1,860
+54
380
$102K ﹤0.01%
381
+31
381
$100K ﹤0.01%
+1,776
382
$98K ﹤0.01%
1,072
+32
383
$97K ﹤0.01%
645
-82
384
$96K ﹤0.01%
448
-483
385
$96K ﹤0.01%
1,030
+65
386
$95K ﹤0.01%
860
+110
387
$94K ﹤0.01%
+13,800
388
$93K ﹤0.01%
+5,300
389
$93K ﹤0.01%
1,739
+33
390
$93K ﹤0.01%
1,298
+79
391
$92K ﹤0.01%
1,101
+87
392
$92K ﹤0.01%
2,589
-4,400
393
$89K ﹤0.01%
1,092
+17
394
$89K ﹤0.01%
895
+14
395
$89K ﹤0.01%
2,049
+28
396
$87K ﹤0.01%
1,964
-526
397
$86K ﹤0.01%
1,560
+60
398
$85K ﹤0.01%
1,430
+600
399
$85K ﹤0.01%
611
+234
400
$85K ﹤0.01%
893
-1
14 15
16
17 18