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
926
$11.2K ﹤0.01%
+357
927
$11.2K ﹤0.01%
666
-88
928
$11.2K ﹤0.01%
1,060
-202
929
$11.1K ﹤0.01%
177
+60
930
$11.1K ﹤0.01%
+393
931
$11.1K ﹤0.01%
571
+445
932
$11.1K ﹤0.01%
289
+207
933
$11K ﹤0.01%
234
+56
934
$11K ﹤0.01%
59
+12
935
$11K ﹤0.01%
117
+26
936
$11K ﹤0.01%
+123
937
$10.9K ﹤0.01%
297
938
$10.9K ﹤0.01%
95
-8
939
$10.8K ﹤0.01%
342
+108
940
$10.8K ﹤0.01%
136
+74
941
$10.7K ﹤0.01%
98
-26
942
$10.7K ﹤0.01%
917
943
$10.7K ﹤0.01%
58
-27
944
$10.7K ﹤0.01%
+200
945
$10.6K ﹤0.01%
396
-332
946
$10.5K ﹤0.01%
+1,702
947
$10.4K ﹤0.01%
93
948
$10.4K ﹤0.01%
169
-12
949
$10.4K ﹤0.01%
100
950
$10.4K ﹤0.01%
252
+139
36 37
38
39 40