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
701
$25.4K ﹤0.01%
177
-31
702
$25.3K ﹤0.01%
631
+9
703
$25.1K ﹤0.01%
2,166
-845
704
$25.1K ﹤0.01%
448
+3
705
$25.1K ﹤0.01%
238
+39
706
$25K ﹤0.01%
169
+7
707
$24.7K ﹤0.01%
438
+109
708
$24.7K ﹤0.01%
935
+59
709
$24.6K ﹤0.01%
72
+33
710
$24.3K ﹤0.01%
113
+13
711
$24.2K ﹤0.01%
1,093
-45
712
$24.1K ﹤0.01%
604
+453
713
$24K ﹤0.01%
131
714
$24K ﹤0.01%
323
-43
715
$24K ﹤0.01%
1,337
+276
716
$23.9K ﹤0.01%
461
717
$23.8K ﹤0.01%
454
+106
718
$23.8K ﹤0.01%
460
+70
719
$23.7K ﹤0.01%
138
-14
720
$23.7K ﹤0.01%
251
+72
721
$23.6K ﹤0.01%
139
-279
722
$23.5K ﹤0.01%
90
-16
723
$23.5K ﹤0.01%
140
+28
724
$23.5K ﹤0.01%
558
+141
725
$23.4K ﹤0.01%
276
-84
27 28
29
30 31