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
726
$5K ﹤0.01%
+49
727
$5K ﹤0.01%
71
+62
728
$5K ﹤0.01%
35
+12
729
$5K ﹤0.01%
30
+15
730
$5K ﹤0.01%
65
-1
731
$5K ﹤0.01%
133
+106
732
$5K ﹤0.01%
445
733
$5K ﹤0.01%
34
-150
734
$5K ﹤0.01%
451
+205
735
$5K ﹤0.01%
486
736
$5K ﹤0.01%
+19
737
$5K ﹤0.01%
177
+147
738
$4K ﹤0.01%
94
+80
739
$4K ﹤0.01%
27
740
$4K ﹤0.01%
+23
741
$4K ﹤0.01%
42
+8
742
$4K ﹤0.01%
+200
743
$4K ﹤0.01%
135
+34
744
$4K ﹤0.01%
+38
745
$4K ﹤0.01%
+18
746
$4K ﹤0.01%
63
+15
747
$4K ﹤0.01%
23
+7
748
$4K ﹤0.01%
+6
749
$4K ﹤0.01%
+115
750
$4K ﹤0.01%
70
+18
28 29
30
31 32