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
501
$63.8K ﹤0.01%
1,762
+511
502
$62.6K ﹤0.01%
354
-10
503
$62.6K ﹤0.01%
164
+18
504
$62.3K ﹤0.01%
25
+8
505
$61.6K ﹤0.01%
3,458
+165
506
$61.3K ﹤0.01%
1,996
+462
507
$60.2K ﹤0.01%
892
-20
508
$59.2K ﹤0.01%
734
+310
509
$58.6K ﹤0.01%
1,650
+209
510
$58.4K ﹤0.01%
3,390
+708
511
$57.8K ﹤0.01%
175
+76
512
$57.7K ﹤0.01%
424
+92
513
$57.5K ﹤0.01%
71
+17
514
$57.4K ﹤0.01%
277
-14
515
$57.2K ﹤0.01%
167
+11
516
$57.1K ﹤0.01%
604
+193
517
$56.9K ﹤0.01%
189
+68
518
$56.7K ﹤0.01%
370
+19
519
$56.3K ﹤0.01%
342
+229
520
$56.3K ﹤0.01%
406
-44
521
$56.1K ﹤0.01%
2,137
+137
522
$55.7K ﹤0.01%
644
523
$55.2K ﹤0.01%
244
+49
524
$55K ﹤0.01%
1,069
525
$54.9K ﹤0.01%
1,356
+252
19 20
21
22 23