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
301
$398K 0.01%
4,597
-126
302
$396K 0.01%
7,939
-1,658
303
$395K 0.01%
2,439
-318
304
$389K 0.01%
1,716
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305
$389K 0.01%
7,409
-125
306
$388K 0.01%
10,797
+231
307
$384K 0.01%
14,301
-302
308
$378K 0.01%
1,296
-11
309
$376K 0.01%
10,760
+1,660
310
$360K 0.01%
3,948
+38
311
$360K 0.01%
17,349
-3,231
312
$357K 0.01%
31,410
+10,240
313
$357K 0.01%
937
+240
314
$355K 0.01%
11,058
-25,231
315
$353K 0.01%
1,282
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316
$349K 0.01%
19,748
-25,476
317
$344K 0.01%
1,297
-58
318
$339K 0.01%
2,949
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319
$338K 0.01%
2,982
+21
320
$332K 0.01%
12,496
-2,006
321
$330K 0.01%
6,966
-1,213
322
$329K 0.01%
20,635
-1,696
323
$325K 0.01%
2,446
+561
324
$324K 0.01%
6,902
-1,074
325
$323K 0.01%
9,649
+2,040
11 12
13
14 15