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
1351
$3.02K ﹤0.01%
31
1352
$3.01K ﹤0.01%
55
1353
$3.01K ﹤0.01%
46
+6
1354
$2.99K ﹤0.01%
83
+15
1355
$2.98K ﹤0.01%
43
+16
1356
$2.98K ﹤0.01%
39
+11
1357
$2.98K ﹤0.01%
97
-49
1358
$2.97K ﹤0.01%
28
+2
1359
$2.96K ﹤0.01%
+113
1360
$2.95K ﹤0.01%
57
-7
1361
$2.94K ﹤0.01%
16
+6
1362
$2.93K ﹤0.01%
+128
1363
$2.93K ﹤0.01%
162
1364
$2.91K ﹤0.01%
611
1365
$2.91K ﹤0.01%
+90
1366
$2.91K ﹤0.01%
+42
1367
$2.88K ﹤0.01%
114
1368
$2.88K ﹤0.01%
104
+48
1369
$2.88K ﹤0.01%
85
+6
1370
$2.84K ﹤0.01%
214
-117
1371
$2.83K ﹤0.01%
24
1372
$2.82K ﹤0.01%
93
+30
1373
$2.79K ﹤0.01%
25
-7
1374
$2.78K ﹤0.01%
16
1375
$2.77K ﹤0.01%
81
53 54
55
56 57