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
1051
$7.79K ﹤0.01%
259
+65
1052
$7.76K ﹤0.01%
1,679
+877
1053
$7.75K ﹤0.01%
272
+152
1054
$7.72K ﹤0.01%
91
+1
1055
$7.69K ﹤0.01%
32
+5
1056
$7.69K ﹤0.01%
2,243
-421
1057
$7.67K ﹤0.01%
107
-47
1058
$7.63K ﹤0.01%
75
+11
1059
$7.6K ﹤0.01%
345
1060
$7.58K ﹤0.01%
395
+60
1061
$7.55K ﹤0.01%
+116
1062
$7.51K ﹤0.01%
133
+49
1063
$7.48K ﹤0.01%
69
+6
1064
$7.48K ﹤0.01%
340
+13
1065
$7.46K ﹤0.01%
221
+163
1066
$7.46K ﹤0.01%
327
+54
1067
$7.43K ﹤0.01%
84
-39
1068
$7.41K ﹤0.01%
+250
1069
$7.35K ﹤0.01%
65
-47
1070
$7.33K ﹤0.01%
58
+6
1071
$7.27K ﹤0.01%
82
+17
1072
$7.22K ﹤0.01%
305
+209
1073
$7.18K ﹤0.01%
101
-1
1074
$7.16K ﹤0.01%
136
+9
1075
$7.16K ﹤0.01%
200
41 42
43
44 45