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
851
$14.2K ﹤0.01%
130
+27
852
$14.2K ﹤0.01%
124
853
$14.1K ﹤0.01%
1,214
+477
854
$14.1K ﹤0.01%
862
+429
855
$13.9K ﹤0.01%
96
856
$13.9K ﹤0.01%
100
857
$13.8K ﹤0.01%
240
-2
858
$13.7K ﹤0.01%
93
-8
859
$13.7K ﹤0.01%
125
860
$13.7K ﹤0.01%
133
861
$13.6K ﹤0.01%
125
+14
862
$13.6K ﹤0.01%
117
-4
863
$13.6K ﹤0.01%
81
-39
864
$13.6K ﹤0.01%
60
+18
865
$13.5K ﹤0.01%
316
+67
866
$13.5K ﹤0.01%
+380
867
$13.4K ﹤0.01%
99
868
$13.4K ﹤0.01%
175
869
$13.4K ﹤0.01%
340
+51
870
$13.4K ﹤0.01%
500
871
$13.4K ﹤0.01%
222
+56
872
$13.4K ﹤0.01%
158
-64
873
$13.4K ﹤0.01%
96
874
$13.3K ﹤0.01%
165
+134
875
$13.3K ﹤0.01%
291
-12
33 34
35
36 37