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
551
$15K ﹤0.01%
917
552
$15K ﹤0.01%
41
+2
553
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193
+18
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-2
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+29
557
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401
+156
558
$14K ﹤0.01%
200
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562
$14K ﹤0.01%
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563
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43
+3
564
$13K ﹤0.01%
613
+258
565
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188
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566
$13K ﹤0.01%
100
567
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568
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404
569
$13K ﹤0.01%
410
+100
570
$13K ﹤0.01%
304
571
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206
+27
572
$13K ﹤0.01%
609
573
$13K ﹤0.01%
69
-19
574
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109
+9
575
$12K ﹤0.01%
+62
21 22
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