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
826
$3K ﹤0.01%
410
827
$3K ﹤0.01%
53
-32
828
$3K ﹤0.01%
295
-36
829
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31
830
$3K ﹤0.01%
+34
831
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74
832
$3K ﹤0.01%
59
833
$3K ﹤0.01%
+29
834
$3K ﹤0.01%
125
+25
835
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+22
836
$2K ﹤0.01%
28
+4
837
$2K ﹤0.01%
+146
838
$2K ﹤0.01%
+9
839
$2K ﹤0.01%
+21
840
$2K ﹤0.01%
+23
841
$2K ﹤0.01%
+110
842
$2K ﹤0.01%
+31
843
$2K ﹤0.01%
+66
844
$2K ﹤0.01%
+27
845
$2K ﹤0.01%
+46
846
$2K ﹤0.01%
+19
847
$2K ﹤0.01%
+49
848
$2K ﹤0.01%
30
-55
849
$2K ﹤0.01%
+151
850
$2K ﹤0.01%
14
-65
32 33
34
35 36