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
676
$6K ﹤0.01%
236
+36
677
$6K ﹤0.01%
117
-121
678
$6K ﹤0.01%
391
+271
679
$6K ﹤0.01%
+29
680
$6K ﹤0.01%
50
-789
681
$6K ﹤0.01%
75
-140
682
$6K ﹤0.01%
80
683
$6K ﹤0.01%
19
+8
684
$6K ﹤0.01%
44
+25
685
$6K ﹤0.01%
125
-161
686
$6K ﹤0.01%
87
-1
687
$6K ﹤0.01%
16
688
$6K ﹤0.01%
+152
689
$6K ﹤0.01%
61
690
$6K ﹤0.01%
174
691
$6K ﹤0.01%
126
+26
692
$6K ﹤0.01%
144
+76
693
$6K ﹤0.01%
+38
694
$6K ﹤0.01%
100
-60,079
695
$6K ﹤0.01%
133
696
$6K ﹤0.01%
35
+11
697
$6K ﹤0.01%
147
+94
698
$6K ﹤0.01%
38
+30
699
$6K ﹤0.01%
118
+63
700
$6K ﹤0.01%
132
+110
26 27
28
29 30