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
1101
$6.7K ﹤0.01%
314
1102
$6.69K ﹤0.01%
101
-63
1103
$6.67K ﹤0.01%
262
+186
1104
$6.66K ﹤0.01%
53
+23
1105
$6.66K ﹤0.01%
123
+28
1106
$6.65K ﹤0.01%
+1,009
1107
$6.63K ﹤0.01%
29
-9
1108
$6.63K ﹤0.01%
78
1109
$6.6K ﹤0.01%
312
+150
1110
$6.58K ﹤0.01%
129
-201
1111
$6.58K ﹤0.01%
+329
1112
$6.58K ﹤0.01%
204
1113
$6.57K ﹤0.01%
116
+71
1114
$6.56K ﹤0.01%
293
1115
$6.54K ﹤0.01%
100
-180
1116
$6.53K ﹤0.01%
258
+7
1117
$6.51K ﹤0.01%
557
+521
1118
$6.5K ﹤0.01%
78
+27
1119
$6.48K ﹤0.01%
40
1120
$6.48K ﹤0.01%
177
1121
$6.46K ﹤0.01%
65
1122
$6.46K ﹤0.01%
96
+35
1123
$6.45K ﹤0.01%
93
+3
1124
$6.42K ﹤0.01%
20
-82
1125
$6.42K ﹤0.01%
400
+205
43 44
45
46 47