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
426
$110K ﹤0.01%
1,258
+33
427
$109K ﹤0.01%
567
-193
428
$108K ﹤0.01%
679
+229
429
$107K ﹤0.01%
883
+354
430
$107K ﹤0.01%
3,945
431
$105K ﹤0.01%
1,542
+525
432
$104K ﹤0.01%
1,106
+854
433
$104K ﹤0.01%
455
+50
434
$103K ﹤0.01%
1,074
+53
435
$103K ﹤0.01%
1,413
+143
436
$103K ﹤0.01%
457
-69
437
$103K ﹤0.01%
1,322
+150
438
$102K ﹤0.01%
1,258
+222
439
$102K ﹤0.01%
1,064
+84
440
$102K ﹤0.01%
1,096
+50
441
$101K ﹤0.01%
792
+264
442
$101K ﹤0.01%
1,960
-10
443
$100K ﹤0.01%
1,425
444
$97.6K ﹤0.01%
835
+4
445
$96.4K ﹤0.01%
252
+66
446
$96.4K ﹤0.01%
794
+139
447
$95.5K ﹤0.01%
1,660
+316
448
$94.1K ﹤0.01%
400
+4
449
$94K ﹤0.01%
2,063
+694
450
$93.6K ﹤0.01%
452
+81
16 17
18
19 20