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
$2.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.54M
3
+$3.52M
4
DE icon
Deere & Co
DE
+$3.09M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M

Top Sells

1
+$3.81M
2
+$3.58M
3
+$3.22M
4
MA icon
Mastercard
MA
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.68M

Sector Composition

1 Technology 19.59%
2 Financials 9.37%
3 Consumer Discretionary 9.07%
4 Healthcare 8.98%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$684K 0.02%
7,085
-1,027
252
$683K 0.02%
2,917
-155
253
$678K 0.02%
4,885
-85
254
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4,621
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255
$669K 0.02%
8,249
-4,981
256
$661K 0.02%
29,577
+14,442
257
$660K 0.02%
6,169
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258
$631K 0.02%
9,988
-6,335
259
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3,833
-2,975
260
$582K 0.02%
4,993
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261
$575K 0.02%
416
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262
$574K 0.02%
13,099
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263
$574K 0.02%
2,354
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264
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2,690
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265
$568K 0.02%
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1,461
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270
$529K 0.02%
7,400
+222
271
$527K 0.02%
1,186
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272
$524K 0.02%
11,136
-872
273
$518K 0.02%
1
274
$517K 0.02%
2,286
-175
275
$514K 0.02%
7,040
9 10
11
12 13