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
801
$3K ﹤0.01%
119
-324
802
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19
803
$3K ﹤0.01%
43
+1
804
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+41
805
$3K ﹤0.01%
+218
806
$3K ﹤0.01%
+30
807
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+44
808
$3K ﹤0.01%
41
+8
809
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29
+10
810
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21
811
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66
812
$3K ﹤0.01%
+84
813
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+94
814
$3K ﹤0.01%
+45
815
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175
816
$3K ﹤0.01%
+17
817
$3K ﹤0.01%
300
818
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819
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+34
820
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62
821
$3K ﹤0.01%
+99
822
$3K ﹤0.01%
+27
823
$3K ﹤0.01%
+63
824
$3K ﹤0.01%
30
-99
825
$3K ﹤0.01%
53
-383
31 32
33
34 35