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
326
$322K 0.01%
2,829
+436
327
$315K 0.01%
2,131
-3
328
$314K 0.01%
2,628
-31
329
$308K 0.01%
902
+155
330
$296K 0.01%
1,572
+159
331
$292K 0.01%
5,726
-13
332
$290K 0.01%
4,981
-1,369
333
$283K 0.01%
1,395
-309
334
$282K 0.01%
4,741
-578
335
$281K 0.01%
2,695
-185
336
$279K 0.01%
654
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337
$278K 0.01%
16,372
+645
338
$269K 0.01%
4,606
+41
339
$266K 0.01%
4,246
-154
340
$265K 0.01%
5,806
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341
$263K 0.01%
6,198
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342
$261K 0.01%
923
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343
$247K 0.01%
4,177
-91
344
$244K 0.01%
561
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345
$239K 0.01%
3,764
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346
$238K 0.01%
474
+38
347
$234K 0.01%
5,295
+1,640
348
$232K 0.01%
3,635
+82
349
$229K 0.01%
586
-24
350
$228K 0.01%
3,550
+790
12 13
14
15 16