MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
576
$41.9K ﹤0.01%
447
-39
577
$41.8K ﹤0.01%
220
+70
578
$41.7K ﹤0.01%
1,523
+60
579
$41.6K ﹤0.01%
121
+13
580
$41.5K ﹤0.01%
2,401
+1,627
581
$41.4K ﹤0.01%
140
+1
582
$41.4K ﹤0.01%
1,006
+598
583
$41.3K ﹤0.01%
956
-49
584
$41.3K ﹤0.01%
527
-62
585
$41.2K ﹤0.01%
419
+40
586
$41.1K ﹤0.01%
900
+582
587
$40.9K ﹤0.01%
1,302
+266
588
$40.9K ﹤0.01%
296
+120
589
$40.8K ﹤0.01%
503
590
$40.7K ﹤0.01%
1,296
+1,076
591
$40.1K ﹤0.01%
1,367
+988
592
$40.1K ﹤0.01%
360
-45
593
$39.9K ﹤0.01%
1,033
+401
594
$39.6K ﹤0.01%
1,230
+810
595
$39.3K ﹤0.01%
628
+287
596
$39.3K ﹤0.01%
479
+173
597
$39.3K ﹤0.01%
595
+121
598
$39.2K ﹤0.01%
1,166
-79
599
$39.1K ﹤0.01%
407
-6
600
$39K ﹤0.01%
1,561
-9
22 23
24
25 26