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
351
$219K 0.01%
2,267
352
$217K 0.01%
870
+36
353
$211K 0.01%
1,185
+87
354
$210K 0.01%
3,570
-887
355
$208K 0.01%
4,444
-118
356
$208K 0.01%
591
+206
357
$200K 0.01%
9,857
358
$200K 0.01%
4,640
-5,555
359
$200K 0.01%
3,527
+1,551
360
$198K 0.01%
817
-114
361
$191K 0.01%
7,091
-146
362
$183K 0.01%
1,379
+301
363
$178K 0.01%
4,182
+344
364
$174K 0.01%
503
+11
365
$174K 0.01%
937
+95
366
$172K 0.01%
885
+174
367
$171K 0.01%
3,547
-26
368
$171K 0.01%
5,069
+300
369
$171K 0.01%
778
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370
$171K 0.01%
491
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371
$170K 0.01%
1,285
-1,824
372
$168K 0.01%
1,027
+165
373
$166K 0.01%
2,097
-6
374
$164K 0.01%
6,607
+331
375
$164K 0.01%
2,003
+180
13 14
15
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