MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
51
$10.2M 0.48%
459,676
+45,253
52
$9.96M 0.47%
185,513
+457
53
$9.96M 0.47%
155,754
+30,203
54
$9.39M 0.44%
183,501
+22,187
55
$9.36M 0.44%
43,603
+1,981
56
$9.31M 0.44%
120,517
+15,684
57
$9.29M 0.44%
70,049
+3,192
58
$9.17M 0.43%
124,681
+23,251
59
$9.1M 0.43%
70,553
+1,038
60
$9.07M 0.43%
56,286
+701
61
$9.06M 0.43%
208,675
+23,371
62
$8.95M 0.42%
75,153
+7,886
63
$8.81M 0.41%
46,349
+378
64
$8.72M 0.41%
115,942
+4,279
65
$8.67M 0.41%
40,495
+4,965
66
$8.58M 0.4%
162,843
+19,815
67
$8.44M 0.4%
232,842
-2,235
68
$8.39M 0.39%
22,719
+887
69
$8.19M 0.38%
85,156
+3,218
70
$8.15M 0.38%
27,607
+1,450
71
$8.07M 0.38%
178,176
+17,094
72
$8.06M 0.38%
53,573
+5,695
73
$8M 0.38%
94,719
+2,596
74
$8M 0.38%
34,991
+2,470
75
$8M 0.38%
250,514
+10,857
1 2
3
4 5