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
676
$29.1K ﹤0.01%
460
+66
677
$29K ﹤0.01%
2,182
+2,042
678
$28.8K ﹤0.01%
1,530
+959
679
$28.8K ﹤0.01%
100
680
$28.7K ﹤0.01%
310
+101
681
$28.6K ﹤0.01%
790
+782
682
$28.6K ﹤0.01%
418
+35
683
$28.5K ﹤0.01%
99
+11
684
$28.2K ﹤0.01%
196
+19
685
$28.2K ﹤0.01%
423
+96
686
$27.9K ﹤0.01%
368
+45
687
$27.5K ﹤0.01%
1,440
+943
688
$27.5K ﹤0.01%
152
+22
689
$27.4K ﹤0.01%
1,515
690
$27.3K ﹤0.01%
263
+8
691
$26.7K ﹤0.01%
2,881
+1,346
692
$26.5K ﹤0.01%
621
+172
693
$26.5K ﹤0.01%
+1,200
694
$26.4K ﹤0.01%
66
+12
695
$26.4K ﹤0.01%
143
+35
696
$26.4K ﹤0.01%
228
+75
697
$25.9K ﹤0.01%
317
698
$25.9K ﹤0.01%
106
+53
699
$25.7K ﹤0.01%
984
+381
700
$25.4K ﹤0.01%
250
+55
26 27
28
29 30