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
426
$54K ﹤0.01%
636
-110
427
$53K ﹤0.01%
1,041
428
$53K ﹤0.01%
431
+12
429
$51K ﹤0.01%
503
430
$50K ﹤0.01%
1,800
431
$50K ﹤0.01%
2,666
432
$50K ﹤0.01%
154
433
$50K ﹤0.01%
319
+209
434
$50K ﹤0.01%
517
+17
435
$50K ﹤0.01%
1,516
+716
436
$49K ﹤0.01%
451
-4,109
437
$48K ﹤0.01%
604
438
$48K ﹤0.01%
500
439
$48K ﹤0.01%
2,211
+658
440
$48K ﹤0.01%
370
441
$45K ﹤0.01%
1,590
442
$45K ﹤0.01%
398
-93
443
$45K ﹤0.01%
260
+35
444
$45K ﹤0.01%
265
-25
445
$44K ﹤0.01%
585
+234
446
$44K ﹤0.01%
+548
447
$44K ﹤0.01%
2,452
448
$43K ﹤0.01%
1,153
449
$42K ﹤0.01%
317
+8
450
$42K ﹤0.01%
1,005
-2,434
16 17
18
19 20