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
1126
$6.39K ﹤0.01%
84
+58
1127
$6.38K ﹤0.01%
126
-4,714
1128
$6.37K ﹤0.01%
183
-36
1129
$6.35K ﹤0.01%
75
1130
$6.34K ﹤0.01%
133
1131
$6.34K ﹤0.01%
130
1132
$6.3K ﹤0.01%
61
1133
$6.28K ﹤0.01%
86
+76
1134
$6.24K ﹤0.01%
+200
1135
$6.24K ﹤0.01%
757
+651
1136
$6.23K ﹤0.01%
81
-5
1137
$6.23K ﹤0.01%
239
+155
1138
$6.23K ﹤0.01%
53
+1
1139
$6.2K ﹤0.01%
867
+555
1140
$6.19K ﹤0.01%
267
1141
$6.17K ﹤0.01%
53
+19
1142
$6.17K ﹤0.01%
332
1143
$6.16K ﹤0.01%
484
+194
1144
$6.12K ﹤0.01%
199
+50
1145
$6.1K ﹤0.01%
105
1146
$6.09K ﹤0.01%
32
-12
1147
$6.07K ﹤0.01%
149
1148
$6.02K ﹤0.01%
90
1149
$5.99K ﹤0.01%
+339
1150
$5.96K ﹤0.01%
198
-21
44 45
46
47 48