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
201
$1.35M 0.06%
2,581
+563
202
$1.3M 0.06%
15,403
-1,780
203
$1.27M 0.06%
33,978
+14,308
204
$1.26M 0.06%
+10,080
205
$1.25M 0.06%
10,877
+2,414
206
$1.22M 0.06%
3,270
-299
207
$1.22M 0.06%
13,928
-296
208
$1.21M 0.06%
4,269
-18
209
$1.19M 0.06%
85,079
+51,561
210
$1.18M 0.06%
34,733
-1,656
211
$1.18M 0.06%
12,973
+218
212
$1.17M 0.05%
95,165
-366
213
$1.14M 0.05%
16,289
+187
214
$1.1M 0.05%
15,626
+4,194
215
$1.09M 0.05%
11,290
+777
216
$1.07M 0.05%
8,377
+2,049
217
$1.07M 0.05%
13,094
-621
218
$1.05M 0.05%
9,849
+4,068
219
$1.04M 0.05%
22,681
+5,115
220
$1.04M 0.05%
21,069
-1,428
221
$1.03M 0.05%
18,114
-404
222
$1.02M 0.05%
24,148
-1,965
223
$1.01M 0.05%
7,916
-367
224
$995K 0.05%
7,659
+361
225
$994K 0.05%
5,003
-244
7 8
9
10 11