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
526
$54.9K ﹤0.01%
301
+22
527
$54.6K ﹤0.01%
213
-18
528
$54.4K ﹤0.01%
1,000
529
$54.4K ﹤0.01%
832
+75
530
$53.7K ﹤0.01%
3,308
+642
531
$53.6K ﹤0.01%
394
+115
532
$52.9K ﹤0.01%
1,675
+937
533
$52.8K ﹤0.01%
356
+114
534
$52.6K ﹤0.01%
369
-136
535
$52.5K ﹤0.01%
209
+64
536
$52.4K ﹤0.01%
369
+236
537
$52.3K ﹤0.01%
550
538
$51.3K ﹤0.01%
1,276
+389
539
$51.2K ﹤0.01%
421
-89
540
$51.1K ﹤0.01%
356
+156
541
$50.5K ﹤0.01%
186
+20
542
$50.4K ﹤0.01%
152
+44
543
$50.3K ﹤0.01%
2,480
+868
544
$50.2K ﹤0.01%
1,127
+340
545
$50.2K ﹤0.01%
603
546
$49.9K ﹤0.01%
1,000
547
$49.4K ﹤0.01%
904
+183
548
$49.1K ﹤0.01%
662
-314
549
$49K ﹤0.01%
426
550
$48.3K ﹤0.01%
1,097
-598
20 21
22
23 24