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
751
$20.9K ﹤0.01%
269
+96
752
$20.8K ﹤0.01%
4,824
753
$20.7K ﹤0.01%
1,951
+1,626
754
$20.6K ﹤0.01%
344
-468
755
$20.6K ﹤0.01%
550
+334
756
$20.6K ﹤0.01%
451
+237
757
$20.5K ﹤0.01%
505
758
$20.3K ﹤0.01%
315
+74
759
$20.3K ﹤0.01%
317
+44
760
$20.3K ﹤0.01%
381
+218
761
$20.2K ﹤0.01%
423
+177
762
$20.1K ﹤0.01%
484
+3
763
$20K ﹤0.01%
70
+29
764
$19.9K ﹤0.01%
1,005
765
$19.8K ﹤0.01%
133
+1
766
$19.7K ﹤0.01%
611
767
$19.4K ﹤0.01%
485
-2
768
$19.4K ﹤0.01%
225
+32
769
$19.4K ﹤0.01%
153
+51
770
$19.3K ﹤0.01%
418
-2
771
$19.3K ﹤0.01%
606
772
$19.2K ﹤0.01%
380
773
$19.1K ﹤0.01%
159
+34
774
$19K ﹤0.01%
130
775
$18.9K ﹤0.01%
800
29 30
31
32 33