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
751
$4K ﹤0.01%
+65
752
$4K ﹤0.01%
+31
753
$4K ﹤0.01%
+74
754
$4K ﹤0.01%
33
+13
755
$4K ﹤0.01%
156
+46
756
$4K ﹤0.01%
+249
757
$4K ﹤0.01%
723
758
$4K ﹤0.01%
+126
759
$4K ﹤0.01%
+44
760
$4K ﹤0.01%
+19
761
$4K ﹤0.01%
144
+29
762
$4K ﹤0.01%
156
+66
763
$4K ﹤0.01%
158
+124
764
$4K ﹤0.01%
74
-25
765
$4K ﹤0.01%
99
-80,780
766
$4K ﹤0.01%
13
-254
767
$4K ﹤0.01%
+523
768
$4K ﹤0.01%
+125
769
$4K ﹤0.01%
200
+74
770
$4K ﹤0.01%
+269
771
$4K ﹤0.01%
128
772
$4K ﹤0.01%
22
773
$4K ﹤0.01%
19
-16
774
$4K ﹤0.01%
71
+31
775
$4K ﹤0.01%
+57
29 30
31
32 33