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
901
$2K ﹤0.01%
+37
902
$2K ﹤0.01%
+24
903
$2K ﹤0.01%
40
904
$2K ﹤0.01%
+11
905
$2K ﹤0.01%
+44
906
$2K ﹤0.01%
220
907
$2K ﹤0.01%
+63
908
$2K ﹤0.01%
+73
909
$2K ﹤0.01%
8,700
910
$1K ﹤0.01%
+21
911
$1K ﹤0.01%
+4
912
$1K ﹤0.01%
+11
913
$1K ﹤0.01%
+8
914
$1K ﹤0.01%
22
915
$1K ﹤0.01%
+22
916
$1K ﹤0.01%
+19
917
$1K ﹤0.01%
+13
918
$1K ﹤0.01%
+25
919
$1K ﹤0.01%
10
-24
920
$1K ﹤0.01%
+36
921
$1K ﹤0.01%
+7
922
$1K ﹤0.01%
5
-16
923
$1K ﹤0.01%
+19
924
$1K ﹤0.01%
+16
925
$1K ﹤0.01%
+11
35 36
37
38 39