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
1226
$4.7K ﹤0.01%
285
1227
$4.7K ﹤0.01%
81
-38
1228
$4.67K ﹤0.01%
291
-352
1229
$4.67K ﹤0.01%
267
+251
1230
$4.65K ﹤0.01%
78
+51
1231
$4.62K ﹤0.01%
170
+71
1232
$4.6K ﹤0.01%
152
+138
1233
$4.57K ﹤0.01%
47
-117
1234
$4.57K ﹤0.01%
49
+26
1235
$4.52K ﹤0.01%
35
+9
1236
$4.51K ﹤0.01%
143
-1
1237
$4.5K ﹤0.01%
+114
1238
$4.49K ﹤0.01%
141
+24
1239
$4.49K ﹤0.01%
+250
1240
$4.48K ﹤0.01%
48
1241
$4.45K ﹤0.01%
70
-10
1242
$4.42K ﹤0.01%
45
-49
1243
$4.42K ﹤0.01%
100
+4
1244
$4.42K ﹤0.01%
110
+28
1245
$4.39K ﹤0.01%
117
1246
$4.38K ﹤0.01%
+46
1247
$4.36K ﹤0.01%
208
1248
$4.36K ﹤0.01%
251
1249
$4.34K ﹤0.01%
121
+14
1250
$4.33K ﹤0.01%
356
+198
48 49
50
51 52