MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1276
$3.95K ﹤0.01%
85
+15
1277
$3.92K ﹤0.01%
38
-12
1278
$3.92K ﹤0.01%
41
-47
1279
$3.92K ﹤0.01%
107
1280
$3.92K ﹤0.01%
55
1281
$3.91K ﹤0.01%
171
-253
1282
$3.9K ﹤0.01%
+141
1283
$3.87K ﹤0.01%
237
1284
$3.86K ﹤0.01%
227
1285
$3.85K ﹤0.01%
426
1286
$3.82K ﹤0.01%
79
+44
1287
$3.79K ﹤0.01%
58
1288
$3.77K ﹤0.01%
24
-3
1289
$3.77K ﹤0.01%
94
+78
1290
$3.73K ﹤0.01%
+132
1291
$3.73K ﹤0.01%
43
+32
1292
$3.73K ﹤0.01%
36
+18
1293
$3.71K ﹤0.01%
66
-55
1294
$3.7K ﹤0.01%
132
+84
1295
$3.7K ﹤0.01%
19
1296
$3.66K ﹤0.01%
300
1297
$3.66K ﹤0.01%
21
1298
$3.65K ﹤0.01%
57
1299
$3.65K ﹤0.01%
42
+13
1300
$3.65K ﹤0.01%
52
+33
50 51
52
53 54