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
376
$162K 0.01%
2,100
+367
377
$160K 0.01%
1,870
-88
378
$159K 0.01%
709
+97
379
$157K 0.01%
2,118
-444
380
$156K 0.01%
1,600
381
$154K 0.01%
1,998
+99
382
$154K 0.01%
3,088
+498
383
$152K 0.01%
3,550
+1,200
384
$152K 0.01%
1,875
+897
385
$151K 0.01%
4,503
+189
386
$151K 0.01%
1,694
+64
387
$148K 0.01%
2,733
+839
388
$146K 0.01%
+2,794
389
$144K 0.01%
2,341
+86
390
$144K 0.01%
1,177
+373
391
$144K 0.01%
2,852
+38
392
$144K 0.01%
1,806
+143
393
$143K 0.01%
920
-1,200
394
$143K 0.01%
7,475
-263
395
$140K 0.01%
2,500
396
$140K 0.01%
1,208
+392
397
$138K 0.01%
1,636
+469
398
$138K ﹤0.01%
1,703
+183
399
$135K ﹤0.01%
2,719
+115
400
$135K ﹤0.01%
3,651
+18
14 15
16
17 18