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
1201
$5.11K ﹤0.01%
117
-69
1202
$5.1K ﹤0.01%
47
+41
1203
$5.09K ﹤0.01%
248
-1,115
1204
$5.09K ﹤0.01%
+246
1205
$5.05K ﹤0.01%
108
+78
1206
$5.05K ﹤0.01%
65
+1
1207
$5.02K ﹤0.01%
84
+18
1208
$5K ﹤0.01%
407
1209
$4.97K ﹤0.01%
333
+42
1210
$4.97K ﹤0.01%
46
1211
$4.96K ﹤0.01%
+27
1212
$4.96K ﹤0.01%
140
-15
1213
$4.96K ﹤0.01%
346
1214
$4.93K ﹤0.01%
256
-112
1215
$4.9K ﹤0.01%
77
+59
1216
$4.9K ﹤0.01%
113
-230
1217
$4.89K ﹤0.01%
59
+5
1218
$4.89K ﹤0.01%
122
+16
1219
$4.89K ﹤0.01%
112
1220
$4.86K ﹤0.01%
328
-62
1221
$4.77K ﹤0.01%
+475
1222
$4.77K ﹤0.01%
74
+21
1223
$4.77K ﹤0.01%
207
-38
1224
$4.75K ﹤0.01%
25
+5
1225
$4.74K ﹤0.01%
122
-19
47 48
49
50 51