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
876
$13.3K ﹤0.01%
392
+339
877
$13.3K ﹤0.01%
392
+58
878
$13.1K ﹤0.01%
39
-101
879
$13.1K ﹤0.01%
1,510
+1,250
880
$13K ﹤0.01%
404
881
$13K ﹤0.01%
+299
882
$13K ﹤0.01%
497
883
$12.9K ﹤0.01%
34
-3
884
$12.9K ﹤0.01%
100
885
$12.9K ﹤0.01%
249
+22
886
$12.8K ﹤0.01%
196
+76
887
$12.8K ﹤0.01%
659
+119
888
$12.8K ﹤0.01%
188
+16
889
$12.8K ﹤0.01%
268
-12
890
$12.7K ﹤0.01%
92
+8
891
$12.7K ﹤0.01%
238
892
$12.7K ﹤0.01%
2
893
$12.7K ﹤0.01%
228
+174
894
$12.7K ﹤0.01%
228
-50
895
$12.7K ﹤0.01%
474
+304
896
$12.6K ﹤0.01%
96
+7
897
$12.6K ﹤0.01%
335
-369
898
$12.4K ﹤0.01%
207
+54
899
$12.4K ﹤0.01%
172
+30
900
$12.4K ﹤0.01%
100
-4
34 35
36
37 38