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
501
$24K ﹤0.01%
96
+57
502
$24K ﹤0.01%
844
+430
503
$24K ﹤0.01%
184
-314
504
$23K ﹤0.01%
604
+119
505
$23K ﹤0.01%
63
+15
506
$23K ﹤0.01%
128
+9
507
$23K ﹤0.01%
1,258
508
$23K ﹤0.01%
809
+700
509
$22K ﹤0.01%
200
-261
510
$22K ﹤0.01%
148
+46
511
$22K ﹤0.01%
464
512
$22K ﹤0.01%
365
+249
513
$22K ﹤0.01%
529
+162
514
$22K ﹤0.01%
106
+26
515
$22K ﹤0.01%
1,000
516
$21K ﹤0.01%
+600
517
$21K ﹤0.01%
371
+37
518
$21K ﹤0.01%
651
+101
519
$21K ﹤0.01%
1,236
520
$21K ﹤0.01%
100
521
$21K ﹤0.01%
450
522
$20K ﹤0.01%
+535
523
$20K ﹤0.01%
313
-189
524
$20K ﹤0.01%
162
525
$19K ﹤0.01%
376
19 20
21
22 23