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
626
$36K ﹤0.01%
163
+62
627
$35.8K ﹤0.01%
1,722
+503
628
$35.8K ﹤0.01%
318
+105
629
$35.8K ﹤0.01%
5,956
+927
630
$35.8K ﹤0.01%
470
+328
631
$35.8K ﹤0.01%
87
-17
632
$35.3K ﹤0.01%
3,534
+2,056
633
$35.3K ﹤0.01%
666
+281
634
$34.8K ﹤0.01%
177
-3
635
$34.8K ﹤0.01%
1,120
-576
636
$34.7K ﹤0.01%
323
+113
637
$34.7K ﹤0.01%
1,211
+336
638
$34.2K ﹤0.01%
82
639
$34.2K ﹤0.01%
593
+168
640
$34K ﹤0.01%
+376
641
$33.9K ﹤0.01%
140
-73
642
$33.9K ﹤0.01%
72
+15
643
$33.6K ﹤0.01%
341
+82
644
$33.6K ﹤0.01%
533
-440
645
$33.5K ﹤0.01%
575
+194
646
$33.2K ﹤0.01%
1,140
+249
647
$33.2K ﹤0.01%
536
+196
648
$33.1K ﹤0.01%
1,749
+63
649
$33.1K ﹤0.01%
1,652
+569
650
$32.8K ﹤0.01%
306
+231
24 25
26
27 28