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
576
$12K ﹤0.01%
144
577
$12K ﹤0.01%
518
+126
578
$12K ﹤0.01%
888
579
$12K ﹤0.01%
61
+26
580
$12K ﹤0.01%
62
+15
581
$12K ﹤0.01%
203
-108
582
$12K ﹤0.01%
210
-34
583
$12K ﹤0.01%
100
-665
584
$12K ﹤0.01%
+47
585
$12K ﹤0.01%
240
-3,638
586
$11K ﹤0.01%
237
+159
587
$11K ﹤0.01%
165
-341
588
$11K ﹤0.01%
92
+43
589
$11K ﹤0.01%
210
-2,370
590
$11K ﹤0.01%
156
591
$11K ﹤0.01%
290
+20
592
$11K ﹤0.01%
+80
593
$11K ﹤0.01%
267
594
$11K ﹤0.01%
123
-4
595
$11K ﹤0.01%
490
596
$10K ﹤0.01%
68
597
$10K ﹤0.01%
120
+115
598
$10K ﹤0.01%
+517
599
$10K ﹤0.01%
+35
600
$10K ﹤0.01%
54
+20
22 23
24
25 26