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
1026
$8.1K ﹤0.01%
46
+25
1027
$8.09K ﹤0.01%
62
+8
1028
$8.08K ﹤0.01%
222
+132
1029
$8.06K ﹤0.01%
105
-14
1030
$8.06K ﹤0.01%
80
-52
1031
$8.04K ﹤0.01%
252
1032
$7.99K ﹤0.01%
237
-13
1033
$7.98K ﹤0.01%
350
+69
1034
$7.98K ﹤0.01%
78
1035
$7.96K ﹤0.01%
189
+10
1036
$7.96K ﹤0.01%
83
1037
$7.95K ﹤0.01%
151
+23
1038
$7.93K ﹤0.01%
+307
1039
$7.92K ﹤0.01%
56
-1
1040
$7.9K ﹤0.01%
107
-13
1041
$7.88K ﹤0.01%
271
-81
1042
$7.87K ﹤0.01%
56
+38
1043
$7.86K ﹤0.01%
251
-758
1044
$7.85K ﹤0.01%
443
-92
1045
$7.85K ﹤0.01%
143
-26
1046
$7.84K ﹤0.01%
141
+92
1047
$7.81K ﹤0.01%
+161
1048
$7.81K ﹤0.01%
106
+4
1049
$7.8K ﹤0.01%
131
1050
$7.8K ﹤0.01%
239
+78
40 41
42
43 44