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
401
$133K ﹤0.01%
6,922
402
$132K ﹤0.01%
7,796
+6
403
$132K ﹤0.01%
1,902
+260
404
$130K ﹤0.01%
2,495
405
$129K ﹤0.01%
1,465
-69
406
$129K ﹤0.01%
1,153
+85
407
$129K ﹤0.01%
1,001
+247
408
$126K ﹤0.01%
753
-84
409
$125K ﹤0.01%
2,536
-1,228
410
$124K ﹤0.01%
1,966
+526
411
$121K ﹤0.01%
458
+149
412
$120K ﹤0.01%
153
+102
413
$120K ﹤0.01%
1,646
+84
414
$118K ﹤0.01%
850
-109
415
$117K ﹤0.01%
709
+40
416
$117K ﹤0.01%
1,436
+286
417
$115K ﹤0.01%
2,211
+656
418
$115K ﹤0.01%
1,533
-2,656
419
$113K ﹤0.01%
6,389
+411
420
$113K ﹤0.01%
790
-15
421
$112K ﹤0.01%
2,761
+532
422
$112K ﹤0.01%
769
+29
423
$111K ﹤0.01%
1,332
+198
424
$111K ﹤0.01%
229
+118
425
$111K ﹤0.01%
1,843
-9
15 16
17
18 19