MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
1026
$1K ﹤0.01%
+10
1027
$1K ﹤0.01%
42
1028
$1K ﹤0.01%
+21
1029
$1K ﹤0.01%
+8
1030
$1K ﹤0.01%
+13
1031
$1K ﹤0.01%
5
1032
$1K ﹤0.01%
28
1033
$1K ﹤0.01%
+15
1034
$1K ﹤0.01%
6
1035
$1K ﹤0.01%
+53
1036
$1K ﹤0.01%
+16
1037
$1K ﹤0.01%
+4
1038
$1K ﹤0.01%
+16
1039
$1K ﹤0.01%
+3
1040
$1K ﹤0.01%
+20
1041
$1K ﹤0.01%
1
-2
1042
$1K ﹤0.01%
22
-99
1043
$1K ﹤0.01%
+16
1044
$1K ﹤0.01%
92
+62
1045
$1K ﹤0.01%
+17
1046
$1K ﹤0.01%
19
1047
$1K ﹤0.01%
+14
1048
$1K ﹤0.01%
+32
1049
$1K ﹤0.01%
10
-4,155
1050
$1K ﹤0.01%
+55
40 41
42
43 44