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
1176
$5.54K ﹤0.01%
195
1177
$5.52K ﹤0.01%
+323
1178
$5.5K ﹤0.01%
575
+405
1179
$5.47K ﹤0.01%
108
1180
$5.47K ﹤0.01%
29
+16
1181
$5.46K ﹤0.01%
42
-47
1182
$5.45K ﹤0.01%
710
1183
$5.43K ﹤0.01%
+210
1184
$5.39K ﹤0.01%
29
-3
1185
$5.38K ﹤0.01%
816
1186
$5.36K ﹤0.01%
448
+425
1187
$5.36K ﹤0.01%
36
-2
1188
$5.35K ﹤0.01%
110
+20
1189
$5.34K ﹤0.01%
+437
1190
$5.33K ﹤0.01%
146
+115
1191
$5.32K ﹤0.01%
20
-9
1192
$5.28K ﹤0.01%
386
+356
1193
$5.26K ﹤0.01%
+485
1194
$5.22K ﹤0.01%
81
-3
1195
$5.21K ﹤0.01%
182
+48
1196
$5.18K ﹤0.01%
85
+61
1197
$5.15K ﹤0.01%
134
1198
$5.14K ﹤0.01%
320
+287
1199
$5.14K ﹤0.01%
89
1200
$5.14K ﹤0.01%
125
-26
46 47
48
49 50