MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
+6.38%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$2.13B
AUM Growth
+$173M
(+8.9%)
Cap. Flow
+$61M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
27.15%
Holding
1,238
New
314
Increased
372
Reduced
294
Closed
83
Top Buys
| 1 |
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
|
+$3.85M |
| 2 |
Intercontinental Exchange
ICE
|
+$3.78M |
| 3 |
Amazon
AMZN
|
+$3.5M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.4M |
| 5 |
Morgan Stanley
MS
|
+$3.38M |
Top Sells
| 1 |
Intel
INTC
|
+$6.35M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$6.13M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$3.6M |
| 4 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
+$3.26M |
| 5 |
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% |
