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
101
$5.83M 0.27%
16,534
+1,590
102
$5.73M 0.27%
27,707
-386
103
$5.67M 0.27%
77,934
-1,412
104
$5.57M 0.26%
89,625
+4,529
105
$5.56M 0.26%
39,551
+1,367
106
$5.51M 0.26%
66,988
+20,112
107
$5.43M 0.26%
80,248
+22,061
108
$5.24M 0.25%
55,077
-328
109
$5.12M 0.24%
112,498
-9,738
110
$5.09M 0.24%
20,460
-1,127
111
$5.08M 0.24%
43,970
+1,470
112
$5.05M 0.24%
30,516
+2,344
113
$4.89M 0.23%
12,331
-3,637
114
$4.84M 0.23%
25,765
+1,164
115
$4.74M 0.22%
39,516
-228
116
$4.67M 0.22%
121,716
+7,515
117
$4.57M 0.22%
25,189
+1,064
118
$4.48M 0.21%
62,131
+12,894
119
$4.47M 0.21%
40,040
+33,847
120
$4.46M 0.21%
13,631
+77
121
$4.39M 0.21%
85,265
-1,985
122
$4.39M 0.21%
44,690
+2,347
123
$4.28M 0.2%
80,181
+9,057
124
$4.24M 0.2%
116,526
+3,465
125
$4.2M 0.2%
18,997
+11,921
3 4
5
6 7