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
1301
$3.64K ﹤0.01%
31
1302
$3.63K ﹤0.01%
134
+85
1303
$3.62K ﹤0.01%
+31
1304
$3.59K ﹤0.01%
177
-12,844
1305
$3.56K ﹤0.01%
63
+3
1306
$3.55K ﹤0.01%
99
+4
1307
$3.53K ﹤0.01%
141
-219
1308
$3.5K ﹤0.01%
83
1309
$3.5K ﹤0.01%
325
1310
$3.5K ﹤0.01%
213
+20
1311
$3.49K ﹤0.01%
44
+4
1312
$3.49K ﹤0.01%
+140
1313
$3.49K ﹤0.01%
189
+54
1314
$3.47K ﹤0.01%
+105
1315
$3.46K ﹤0.01%
35
1316
$3.44K ﹤0.01%
77
1317
$3.43K ﹤0.01%
+288
1318
$3.41K ﹤0.01%
22
-17
1319
$3.4K ﹤0.01%
135
-18,643
1320
$3.39K ﹤0.01%
50
1321
$3.39K ﹤0.01%
189
+11
1322
$3.35K ﹤0.01%
+22
1323
$3.33K ﹤0.01%
35
-7
1324
$3.31K ﹤0.01%
52
+29
1325
$3.3K ﹤0.01%
129
+69
51 52
53
54 55