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
476
$75.4K ﹤0.01%
623
+157
477
$75.4K ﹤0.01%
364
-43
478
$74.9K ﹤0.01%
204
+74
479
$74.6K ﹤0.01%
1,155
+222
480
$73.5K ﹤0.01%
2,492
+462
481
$73.4K ﹤0.01%
1,248
-38
482
$73K ﹤0.01%
164
+67
483
$72.4K ﹤0.01%
254
+54
484
$72.2K ﹤0.01%
1,278
+248
485
$72.1K ﹤0.01%
4,293
+1,285
486
$71.4K ﹤0.01%
748
-17
487
$71.2K ﹤0.01%
410
+176
488
$70.8K ﹤0.01%
694
-304
489
$70.8K ﹤0.01%
386
-11
490
$70.8K ﹤0.01%
5,646
+1,624
491
$70.2K ﹤0.01%
477
-344
492
$70.2K ﹤0.01%
2,054
-61
493
$69.9K ﹤0.01%
1,048
494
$69.4K ﹤0.01%
1,221
+255
495
$69.1K ﹤0.01%
786
+354
496
$68.8K ﹤0.01%
761
+124
497
$68.4K ﹤0.01%
980
+274
498
$67.2K ﹤0.01%
190
-27
499
$66.7K ﹤0.01%
1,022
+168
500
$66.4K ﹤0.01%
2,329
+67
18 19
20
21 22