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
601
$38.8K ﹤0.01%
783
+254
602
$38.8K ﹤0.01%
707
+96
603
$38.8K ﹤0.01%
2,051
+906
604
$38.6K ﹤0.01%
516
+301
605
$38.5K ﹤0.01%
352
-156
606
$38.1K ﹤0.01%
1,122
+472
607
$38K ﹤0.01%
978
+37
608
$38K ﹤0.01%
414
+51
609
$37.8K ﹤0.01%
525
+204
610
$37.7K ﹤0.01%
192
-219
611
$37.7K ﹤0.01%
193
-416
612
$37.4K ﹤0.01%
680
+557
613
$37.2K ﹤0.01%
2,198
+1,324
614
$37.1K ﹤0.01%
480
+50
615
$37.1K ﹤0.01%
784
-22
616
$36.7K ﹤0.01%
529
+264
617
$36.5K ﹤0.01%
530
+69
618
$36.5K ﹤0.01%
444
+64
619
$36.4K ﹤0.01%
163
+32
620
$36.4K ﹤0.01%
1,110
-75
621
$36.3K ﹤0.01%
185
+44
622
$36.3K ﹤0.01%
280
+127
623
$36.2K ﹤0.01%
245
+58
624
$36K ﹤0.01%
1,607
-372
625
$36K ﹤0.01%
401
+257
23 24
25
26 27