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
451
$92.9K ﹤0.01%
950
-299
452
$92.6K ﹤0.01%
207
+22
453
$90.7K ﹤0.01%
299
+91
454
$90.6K ﹤0.01%
13,396
-286
455
$89.5K ﹤0.01%
1,184
+165
456
$89.4K ﹤0.01%
275
+34
457
$86K ﹤0.01%
767
+191
458
$85K ﹤0.01%
630
-42
459
$84.9K ﹤0.01%
181
+26
460
$83.7K ﹤0.01%
372
+71
461
$83.2K ﹤0.01%
93
+35
462
$82.5K ﹤0.01%
403
+54
463
$82.1K ﹤0.01%
152
+19
464
$82.1K ﹤0.01%
2,488
+1,006
465
$81.9K ﹤0.01%
1,507
466
$81.9K ﹤0.01%
593
-88
467
$80.9K ﹤0.01%
780
+167
468
$80.8K ﹤0.01%
1,303
+94
469
$80.4K ﹤0.01%
850
+78
470
$79.8K ﹤0.01%
1,180
-57
471
$78.9K ﹤0.01%
+243
472
$78.8K ﹤0.01%
539
+5
473
$75.9K ﹤0.01%
829
+167
474
$75.8K ﹤0.01%
53,793
+2,673
475
$75.5K ﹤0.01%
395
+92
17 18
19
20 21