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
776
$4K ﹤0.01%
+30
777
$4K ﹤0.01%
35
+7
778
$4K ﹤0.01%
+94
779
$4K ﹤0.01%
+30
780
$4K ﹤0.01%
49
+16
781
$3K ﹤0.01%
+72
782
$3K ﹤0.01%
+77
783
$3K ﹤0.01%
33
784
$3K ﹤0.01%
+25
785
$3K ﹤0.01%
35
+3
786
$3K ﹤0.01%
+62
787
$3K ﹤0.01%
+50
788
$3K ﹤0.01%
+24
789
$3K ﹤0.01%
+100
790
$3K ﹤0.01%
+34
791
$3K ﹤0.01%
122
+16
792
$3K ﹤0.01%
+26
793
$3K ﹤0.01%
+35
794
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84
+49
795
$3K ﹤0.01%
11
-3
796
$3K ﹤0.01%
+92
797
$3K ﹤0.01%
18
+11
798
$3K ﹤0.01%
+127
799
$3K ﹤0.01%
+19
800
$3K ﹤0.01%
+48
30 31
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