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
476
$32K ﹤0.01%
100
+50
477
$31K ﹤0.01%
208
+10
478
$31K ﹤0.01%
294
-34
479
$31K ﹤0.01%
5,000
480
$31K ﹤0.01%
804
-7
481
$30K ﹤0.01%
+700
482
$30K ﹤0.01%
+1,612
483
$30K ﹤0.01%
179
+130
484
$29K ﹤0.01%
1,721
+1,354
485
$29K ﹤0.01%
133
486
$28K ﹤0.01%
+611
487
$28K ﹤0.01%
609
488
$27K ﹤0.01%
49
+34
489
$27K ﹤0.01%
315
-235
490
$27K ﹤0.01%
408
+52
491
$27K ﹤0.01%
660
-57
492
$26K ﹤0.01%
+272
493
$26K ﹤0.01%
102
494
$25K ﹤0.01%
128
-80
495
$25K ﹤0.01%
806
-30
496
$25K ﹤0.01%
220
-12,322
497
$25K ﹤0.01%
92
498
$25K ﹤0.01%
480
-1,119
499
$24K ﹤0.01%
+829
500
$24K ﹤0.01%
186
18 19
20
21 22