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
776
$18.8K ﹤0.01%
202
+27
777
$18.8K ﹤0.01%
335
-179
778
$18.7K ﹤0.01%
436
+53
779
$18.5K ﹤0.01%
765
-1,584
780
$18.5K ﹤0.01%
137
+1
781
$18.3K ﹤0.01%
1,094
+187
782
$18.3K ﹤0.01%
428
783
$18.1K ﹤0.01%
1,102
+752
784
$18K ﹤0.01%
+193
785
$18K ﹤0.01%
10,000
786
$17.9K ﹤0.01%
695
+505
787
$17.8K ﹤0.01%
1,059
+99
788
$17.8K ﹤0.01%
174
+34
789
$17.7K ﹤0.01%
133
+4
790
$17.6K ﹤0.01%
552
-270
791
$17.4K ﹤0.01%
1,377
+287
792
$17.4K ﹤0.01%
280
+19
793
$17.4K ﹤0.01%
836
-4
794
$17.3K ﹤0.01%
889
+526
795
$17.3K ﹤0.01%
501
+447
796
$17.2K ﹤0.01%
271
-13
797
$17.1K ﹤0.01%
69
+10
798
$17.1K ﹤0.01%
503
+151
799
$16.9K ﹤0.01%
338
-1,098
800
$16.8K ﹤0.01%
328
+74
30 31
32
33 34