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
1251
$4.31K ﹤0.01%
76
-7
1252
$4.31K ﹤0.01%
127
-48
1253
$4.29K ﹤0.01%
524
+429
1254
$4.27K ﹤0.01%
38
-1
1255
$4.27K ﹤0.01%
122
1256
$4.25K ﹤0.01%
304
+186
1257
$4.24K ﹤0.01%
96
-98
1258
$4.24K ﹤0.01%
151
+24
1259
$4.22K ﹤0.01%
194
+161
1260
$4.21K ﹤0.01%
547
+485
1261
$4.21K ﹤0.01%
841
+193
1262
$4.19K ﹤0.01%
+225
1263
$4.19K ﹤0.01%
384
+139
1264
$4.17K ﹤0.01%
+182
1265
$4.14K ﹤0.01%
409
1266
$4.13K ﹤0.01%
392
+264
1267
$4.13K ﹤0.01%
112
+71
1268
$4.1K ﹤0.01%
+49
1269
$4.08K ﹤0.01%
128
+112
1270
$4.05K ﹤0.01%
137
-43
1271
$4.04K ﹤0.01%
21
+4
1272
$4.04K ﹤0.01%
190
1273
$4.01K ﹤0.01%
+98
1274
$4.01K ﹤0.01%
35
+5
1275
$3.96K ﹤0.01%
26
+5
49 50
51
52 53