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
276
$506K 0.02%
3,877
-42
277
$496K 0.02%
10,153
-119
278
$490K 0.02%
6,491
+2,351
279
$489K 0.02%
6,024
-209
280
$485K 0.02%
4,280
-135
281
$484K 0.02%
4,403
+156
282
$478K 0.02%
7,090
+3,591
283
$474K 0.02%
2,839
+2,602
284
$471K 0.02%
19,963
+9,824
285
$471K 0.02%
1,069
+202
286
$469K 0.02%
+18,609
287
$448K 0.02%
2,727
-91
288
$447K 0.02%
2,238
-11
289
$446K 0.02%
5,011
+180
290
$445K 0.02%
2,820
-47
291
$444K 0.02%
5,795
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292
$433K 0.02%
549
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293
$430K 0.02%
4,134
-838
294
$430K 0.02%
5,069
+356
295
$427K 0.02%
8,716
+5,310
296
$426K 0.02%
4,102
+68
297
$419K 0.02%
4,776
+637
298
$415K 0.01%
3,432
-103
299
$412K 0.01%
1,874
-54
300
$403K 0.01%
9,350
+251
10 11
12
13 14