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
51
$14.7M 0.53%
78,657
+2,126
52
$14.5M 0.52%
167,140
+3,540
53
$13.9M 0.5%
191,398
+3,884
54
$13.8M 0.5%
204,009
+20,997
55
$13.6M 0.49%
183,952
+35,965
56
$13.6M 0.49%
151,566
-3,218
57
$13.6M 0.49%
68,301
+4,438
58
$13.1M 0.47%
245,814
+4,305
59
$13.1M 0.47%
172,957
+3,457
60
$12M 0.43%
497,392
+16,318
61
$11.9M 0.43%
287,508
-10,936
62
$11.9M 0.43%
54,585
+653
63
$11.8M 0.42%
62,922
+2,053
64
$11.4M 0.41%
46,238
+1,117
65
$11.3M 0.41%
338,591
+25,374
66
$11.2M 0.4%
64,744
-1,937
67
$11.2M 0.4%
4,132
+5
68
$11.1M 0.4%
24,306
-653
69
$10.8M 0.39%
24,280
-3,124
70
$10.8M 0.39%
23,458
-400
71
$10.5M 0.38%
125,622
+4,047
72
$10.5M 0.38%
425,096
+32,520
73
$9.78M 0.35%
141,534
-3,438
74
$9.48M 0.34%
41,256
-3,373
75
$9.42M 0.34%
35,999
-8,623
1 2
3
4 5