MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
76
$9.35M 0.34%
45,714
+1,770
77
$9.12M 0.33%
37,248
+373
78
$9.06M 0.33%
246,993
+4,386
79
$8.91M 0.32%
45,516
+2,228
80
$8.91M 0.32%
78,204
+4,259
81
$8.69M 0.31%
98,594
+403
82
$8.5M 0.31%
95,212
-213
83
$8.3M 0.3%
110,274
+6,963
84
$8.16M 0.29%
72,984
-1,595
85
$7.94M 0.29%
100,465
+2,067
86
$7.91M 0.28%
38,437
-3,165
87
$7.87M 0.28%
96,876
+1,539
88
$7.74M 0.28%
72,160
+7,553
89
$7.74M 0.28%
45,713
-737
90
$7.51M 0.27%
26,535
+53
91
$7.43M 0.27%
13,801
-5,984
92
$7.4M 0.27%
122,845
+20,660
93
$7.38M 0.27%
41,168
-957
94
$6.99M 0.25%
50,502
-3,946
95
$6.82M 0.25%
30,209
-8,581
96
$6.67M 0.24%
32,453
+641
97
$6.67M 0.24%
22,731
-1,858
98
$6.65M 0.24%
75,391
+2,265
99
$6.46M 0.23%
140,422
+3,606
100
$6.46M 0.23%
71,416
-1,187
2 3
4
5 6