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
801
$16.6K ﹤0.01%
86
+16
802
$16.5K ﹤0.01%
129
-109
803
$16.5K ﹤0.01%
277
+48
804
$16.2K ﹤0.01%
109
-72
805
$16.1K ﹤0.01%
136
+58
806
$16.1K ﹤0.01%
518
+428
807
$16.1K ﹤0.01%
149
+102
808
$16.1K ﹤0.01%
229
+86
809
$16.1K ﹤0.01%
113
+6
810
$16K ﹤0.01%
270
811
$16K ﹤0.01%
944
+680
812
$16K ﹤0.01%
121
-38
813
$16K ﹤0.01%
911
-253
814
$15.8K ﹤0.01%
85
+2
815
$15.8K ﹤0.01%
80
+38
816
$15.8K ﹤0.01%
1,098
+278
817
$15.8K ﹤0.01%
176
-198
818
$15.8K ﹤0.01%
354
+190
819
$15.8K ﹤0.01%
+750
820
$15.8K ﹤0.01%
246
+11
821
$15.7K ﹤0.01%
140
-21
822
$15.7K ﹤0.01%
70
+41
823
$15.7K ﹤0.01%
42
+15
824
$15.7K ﹤0.01%
250
+34
825
$15.7K ﹤0.01%
164
+42
31 32
33
34 35