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
601
$10K ﹤0.01%
49
+30
602
$10K ﹤0.01%
24
603
$10K ﹤0.01%
190
-3,609
604
$10K ﹤0.01%
22
605
$10K ﹤0.01%
162
-20
606
$10K ﹤0.01%
+500
607
$10K ﹤0.01%
99
-1,229
608
$10K ﹤0.01%
192
+26
609
$10K ﹤0.01%
87
+69
610
$9K ﹤0.01%
62
+17
611
$9K ﹤0.01%
+1,000
612
$9K ﹤0.01%
103
+55
613
$9K ﹤0.01%
160
+142
614
$9K ﹤0.01%
312
615
$9K ﹤0.01%
+61
616
$9K ﹤0.01%
+43
617
$9K ﹤0.01%
100
618
$9K ﹤0.01%
+104
619
$9K ﹤0.01%
100
620
$9K ﹤0.01%
134
621
$9K ﹤0.01%
140
+40
622
$9K ﹤0.01%
27
623
$9K ﹤0.01%
51
+28
624
$8K ﹤0.01%
+415
625
$8K ﹤0.01%
41
+24
23 24
25
26 27