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
151
$2.65M 0.12%
5,294
+467
152
$2.64M 0.12%
28,415
+3,058
153
$2.62M 0.12%
56,387
+8,330
154
$2.57M 0.12%
29,995
-12,029
155
$2.56M 0.12%
35,271
-32,405
156
$2.51M 0.12%
36,686
-10,620
157
$2.48M 0.12%
76,272
+30,390
158
$2.46M 0.12%
115,957
+6,374
159
$2.39M 0.11%
45,164
+1,746
160
$2.33M 0.11%
32,163
+112
161
$2.31M 0.11%
18,390
+2,735
162
$2.28M 0.11%
13,018
+651
163
$2.26M 0.11%
13,152
-2,893
164
$2.24M 0.11%
37,169
+4,562
165
$2.17M 0.1%
9,069
+3,398
166
$2.11M 0.1%
9,966
+2,557
167
$2.08M 0.1%
38,620
+762
168
$2.05M 0.1%
15,872
+2,164
169
$2.04M 0.1%
7,347
-126
170
$2M 0.09%
29,370
-371
171
$1.92M 0.09%
13,851
+3,054
172
$1.88M 0.09%
103,993
+48,152
173
$1.84M 0.09%
20,754
-2,382
174
$1.84M 0.09%
58,765
-1,644
175
$1.78M 0.08%
30,588
-1,192
5 6
7
8 9