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
851
$2K ﹤0.01%
+20
852
$2K ﹤0.01%
66
853
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+87
854
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43
-38
855
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+23
856
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67
+7
857
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34
-202
858
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21
-22
859
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53
-1,505
860
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13
861
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60
-13
862
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21
+8
863
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+50
864
$2K ﹤0.01%
107
+34
865
$2K ﹤0.01%
+8
866
$2K ﹤0.01%
+93
867
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13
868
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113
+108
869
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19
870
$2K ﹤0.01%
+11
871
$2K ﹤0.01%
+77
872
$2K ﹤0.01%
+23
873
$2K ﹤0.01%
+86
874
$2K ﹤0.01%
+8
875
$2K ﹤0.01%
+165
33 34
35
36 37