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
176
$1.77M 0.08%
31,243
-2,423
177
$1.75M 0.08%
27,294
-99,141
178
$1.73M 0.08%
20,082
-1,208
179
$1.72M 0.08%
5,613
+445
180
$1.66M 0.08%
10,436
-689
181
$1.56M 0.07%
30,781
+10,460
182
$1.55M 0.07%
18,204
-1,308
183
$1.55M 0.07%
11,677
+2,808
184
$1.55M 0.07%
12,870
-12,468
185
$1.54M 0.07%
14,935
+24
186
$1.53M 0.07%
76,608
+2,591
187
$1.53M 0.07%
8,827
+509
188
$1.52M 0.07%
25,685
+1,721
189
$1.51M 0.07%
27,706
+5,286
190
$1.51M 0.07%
40,104
-82,856
191
$1.47M 0.07%
28,588
+18,437
192
$1.47M 0.07%
10,423
+678
193
$1.46M 0.07%
16,248
-765
194
$1.43M 0.07%
+6,223
195
$1.42M 0.07%
23,680
-1,114
196
$1.42M 0.07%
3,950
-252
197
$1.38M 0.06%
27,434
-1,295
198
$1.38M 0.06%
9,724
-504
199
$1.37M 0.06%
9,028
-935
200
$1.36M 0.06%
57,339
+6,246
6 7
8
9 10