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
1201
– –
-34
1202
– –
-5
1203
$0 ﹤0.01%
+20
1204
– –
-42
1205
– –
-10
1206
$0 ﹤0.01%
4
1207
$0 ﹤0.01%
157
1208
$0 ﹤0.01%
67
1209
– –
-23
1210
$0 ﹤0.01%
20
1211
$0 ﹤0.01%
54
1212
$0 ﹤0.01%
5,000
1213
$0 ﹤0.01%
150
1214
$0 ﹤0.01%
97
-1
1215
$0 ﹤0.01%
800
1216
$0 ﹤0.01%
2,265
45 46 47 48
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