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
1326
$3.25K ﹤0.01%
36
+22
1327
$3.25K ﹤0.01%
55
1328
$3.24K ﹤0.01%
104
+68
1329
$3.22K ﹤0.01%
+45
1330
$3.22K ﹤0.01%
8
1331
$3.21K ﹤0.01%
57
+49
1332
$3.21K ﹤0.01%
+186
1333
$3.2K ﹤0.01%
20
-8
1334
$3.19K ﹤0.01%
+34
1335
$3.19K ﹤0.01%
108
-83
1336
$3.19K ﹤0.01%
62
1337
$3.13K ﹤0.01%
145
+123
1338
$3.12K ﹤0.01%
40
1339
$3.11K ﹤0.01%
80
1340
$3.11K ﹤0.01%
79
+8
1341
$3.11K ﹤0.01%
39
-4
1342
$3.08K ﹤0.01%
185
+98
1343
$3.07K ﹤0.01%
94
-20
1344
$3.07K ﹤0.01%
27
1345
$3.05K ﹤0.01%
131
1346
$3.04K ﹤0.01%
+72
1347
$3.04K ﹤0.01%
28
1348
$3.04K ﹤0.01%
+455
1349
$3.03K ﹤0.01%
35
1350
$3.03K ﹤0.01%
40
52 53
54
55 56