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
951
$10.4K ﹤0.01%
416
+265
952
$10.4K ﹤0.01%
534
+15
953
$10.4K ﹤0.01%
111
-3
954
$10.4K ﹤0.01%
354
-2
955
$10.3K ﹤0.01%
72
-9
956
$10.3K ﹤0.01%
917
-164
957
$10.3K ﹤0.01%
104
-5
958
$10.3K ﹤0.01%
228
-9
959
$10.3K ﹤0.01%
763
+106
960
$10.2K ﹤0.01%
229
+152
961
$10.2K ﹤0.01%
2,409
+2,043
962
$10.2K ﹤0.01%
111
+104
963
$10.1K ﹤0.01%
109
+95
964
$10.1K ﹤0.01%
263
+260
965
$10.1K ﹤0.01%
191
+64
966
$10K ﹤0.01%
105
-1
967
$9.99K ﹤0.01%
198
-6
968
$9.95K ﹤0.01%
281
-2
969
$9.92K ﹤0.01%
+342
970
$9.9K ﹤0.01%
1,476
-70
971
$9.78K ﹤0.01%
76
+29
972
$9.76K ﹤0.01%
172
+22
973
$9.76K ﹤0.01%
526
-286
974
$9.75K ﹤0.01%
888
+191
975
$9.73K ﹤0.01%
220
37 38
39
40 41