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
126
$4.2M 0.2%
68,407
+4,498
127
$3.96M 0.19%
55,148
-254
128
$3.94M 0.19%
49,994
-2,878
129
$3.85M 0.18%
+59,722
130
$3.79M 0.18%
110,401
+76,324
131
$3.71M 0.17%
23,553
+347
132
$3.7M 0.17%
41,663
+10,542
133
$3.7M 0.17%
61,708
+4,259
134
$3.65M 0.17%
20,460
+1,347
135
$3.61M 0.17%
17,917
-595
136
$3.61M 0.17%
36,839
+2,082
137
$3.56M 0.17%
63,834
+5,103
138
$3.56M 0.17%
14,718
+934
139
$3.48M 0.16%
44,873
+43,471
140
$3.33M 0.16%
25,577
+4,077
141
$3.29M 0.15%
144,330
-83,665
142
$3.27M 0.15%
23,246
+6,922
143
$3.15M 0.15%
11,275
+256
144
$3.12M 0.15%
11,275
+2,214
145
$3.09M 0.15%
1,327
+216
146
$2.94M 0.14%
63,490
+8,500
147
$2.87M 0.14%
32,546
+619
148
$2.76M 0.13%
11,904
+2,814
149
$2.75M 0.13%
38,339
+2,321
150
$2.68M 0.13%
29,769
+6,848
4 5
6
7 8