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
726
$23.1K ﹤0.01%
80
+55
727
$23.1K ﹤0.01%
575
-432
728
$23K ﹤0.01%
264
729
$23K ﹤0.01%
387
+176
730
$23K ﹤0.01%
110
+36
731
$22.8K ﹤0.01%
607
+60
732
$22.8K ﹤0.01%
552
-78
733
$22.8K ﹤0.01%
2,140
+1,900
734
$22.5K ﹤0.01%
179
-11
735
$22.4K ﹤0.01%
248
+14
736
$22.3K ﹤0.01%
2,410
-129,009
737
$22.2K ﹤0.01%
2,641
+1,660
738
$22.1K ﹤0.01%
233
+62
739
$21.9K ﹤0.01%
4,000
+1,967
740
$21.9K ﹤0.01%
232
+136
741
$21.9K ﹤0.01%
444
+180
742
$21.7K ﹤0.01%
230
-30
743
$21.5K ﹤0.01%
418
+16
744
$21.4K ﹤0.01%
108
+21
745
$21.4K ﹤0.01%
1,699
+644
746
$21.3K ﹤0.01%
416
+79
747
$21.1K ﹤0.01%
200
+100
748
$21K ﹤0.01%
284
+24
749
$21K ﹤0.01%
78
+44
750
$20.9K ﹤0.01%
127
+15
28 29
30
31 32