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
551
$47.9K ﹤0.01%
1,481
-11
552
$47.6K ﹤0.01%
765
+40
553
$47.2K ﹤0.01%
1,592
+74
554
$47.1K ﹤0.01%
757
+432
555
$45.8K ﹤0.01%
218
+71
556
$45.5K ﹤0.01%
595
+152
557
$45K ﹤0.01%
38
-1
558
$45K ﹤0.01%
437
+101
559
$44.8K ﹤0.01%
471
+82
560
$44.7K ﹤0.01%
548
+229
561
$44.6K ﹤0.01%
1,653
+15
562
$44.6K ﹤0.01%
413
-41
563
$44.5K ﹤0.01%
262
+47
564
$44.4K ﹤0.01%
1,292
+836
565
$44.4K ﹤0.01%
244
-12
566
$43.9K ﹤0.01%
1,907
+750
567
$43.9K ﹤0.01%
982
+291
568
$43.8K ﹤0.01%
189
+82
569
$43.7K ﹤0.01%
1,399
-184
570
$43.6K ﹤0.01%
418
+66
571
$43.3K ﹤0.01%
33
+3
572
$43.2K ﹤0.01%
1,534
+318
573
$42.5K ﹤0.01%
850
-59
574
$42.4K ﹤0.01%
387
+40
575
$42K ﹤0.01%
222
+66
21 22
23
24 25