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
451
$42K ﹤0.01%
692
-1,276
452
$41K ﹤0.01%
263
-107
453
$41K ﹤0.01%
371
-363
454
$41K ﹤0.01%
1,016
-212
455
$41K ﹤0.01%
817
-183
456
$41K ﹤0.01%
518
+27
457
$40K ﹤0.01%
324
-16
458
$40K ﹤0.01%
504
+204
459
$39K ﹤0.01%
1,500
-1,227
460
$39K ﹤0.01%
430
-2,374
461
$38K ﹤0.01%
375
-79
462
$38K ﹤0.01%
398
+218
463
$37K ﹤0.01%
700
+214
464
$36K ﹤0.01%
430
-413
465
$36K ﹤0.01%
123
+103
466
$35K ﹤0.01%
430
467
$35K ﹤0.01%
725
-184
468
$34K ﹤0.01%
145
+36
469
$34K ﹤0.01%
587
470
$34K ﹤0.01%
725
+524
471
$34K ﹤0.01%
101
-71
472
$33K ﹤0.01%
505
473
$32K ﹤0.01%
770
+141
474
$32K ﹤0.01%
530
-909
475
$32K ﹤0.01%
429
+51
17 18
19
20 21