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
1076
$1K ﹤0.01%
+12
1077
$1K ﹤0.01%
+27
1078
$1K ﹤0.01%
15
1079
$1K ﹤0.01%
+18
1080
$1K ﹤0.01%
13
1081
$1K ﹤0.01%
+8
1082
$1K ﹤0.01%
+113
1083
$1K ﹤0.01%
2
-5
1084
$1K ﹤0.01%
+78
1085
$1K ﹤0.01%
+5
1086
$1K ﹤0.01%
+22
1087
$1K ﹤0.01%
+36
1088
$0 ﹤0.01%
2,265
1089
$0 ﹤0.01%
800
1090
$0 ﹤0.01%
97
-1
1091
$0 ﹤0.01%
150
1092
$0 ﹤0.01%
5,000
1093
$0 ﹤0.01%
54
1094
$0 ﹤0.01%
20
1095
– –
-23
1096
$0 ﹤0.01%
67
1097
$0 ﹤0.01%
157
1098
$0 ﹤0.01%
4
1099
– –
-10
1100
– –
-42
42 43
44
45 46