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
401
$85K ﹤0.01%
750
-4,961
402
$80K ﹤0.01%
3,261
+1,306
403
$79K ﹤0.01%
386
+32
404
$78K ﹤0.01%
203
+10
405
$78K ﹤0.01%
872
+16
406
$77K ﹤0.01%
2,250
407
$77K ﹤0.01%
565
+39
408
$76K ﹤0.01%
961
-338
409
$75K ﹤0.01%
850
410
$71K ﹤0.01%
+30,479
411
$70K ﹤0.01%
810
+18
412
$69K ﹤0.01%
1,765
-1,253
413
$67K ﹤0.01%
136
+130
414
$66K ﹤0.01%
1,335
415
$66K ﹤0.01%
852
-776
416
$66K ﹤0.01%
505
+7
417
$65K ﹤0.01%
651
-2,330
418
$63K ﹤0.01%
1,545
+45
419
$60K ﹤0.01%
100
-30
420
$60K ﹤0.01%
1,248
+134
421
$59K ﹤0.01%
314
-44
422
$57K ﹤0.01%
880
-550
423
$56K ﹤0.01%
2,720
+525
424
$56K ﹤0.01%
236
-25
425
$56K ﹤0.01%
+1,000
15 16
17
18 19