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
1151
$5.93K ﹤0.01%
145
1152
$5.93K ﹤0.01%
+161
1153
$5.88K ﹤0.01%
206
1154
$5.86K ﹤0.01%
+35
1155
$5.84K ﹤0.01%
172
+161
1156
$5.8K ﹤0.01%
52
-80
1157
$5.77K ﹤0.01%
80
1158
$5.75K ﹤0.01%
14
+2
1159
$5.73K ﹤0.01%
29
1160
$5.72K ﹤0.01%
97
+44
1161
$5.71K ﹤0.01%
10
+9
1162
$5.71K ﹤0.01%
31
1163
$5.7K ﹤0.01%
75
-13
1164
$5.7K ﹤0.01%
32
+7
1165
$5.68K ﹤0.01%
157
+93
1166
$5.65K ﹤0.01%
+188
1167
$5.65K ﹤0.01%
+65
1168
$5.62K ﹤0.01%
84
+23
1169
$5.61K ﹤0.01%
118
1170
$5.6K ﹤0.01%
17
+10
1171
$5.59K ﹤0.01%
84
-210
1172
$5.59K ﹤0.01%
185
1173
$5.58K ﹤0.01%
296
-75
1174
$5.58K ﹤0.01%
97
1175
$5.55K ﹤0.01%
216
45 46
47
48 49