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
1376
$2.77K ﹤0.01%
79
+14
1377
$2.75K ﹤0.01%
70
-287
1378
$2.72K ﹤0.01%
43
1379
$2.72K ﹤0.01%
+83
1380
$2.72K ﹤0.01%
270
-275
1381
$2.71K ﹤0.01%
554
1382
$2.69K ﹤0.01%
32
+4
1383
$2.69K ﹤0.01%
34
1384
$2.68K ﹤0.01%
+154
1385
$2.68K ﹤0.01%
178
-39
1386
$2.67K ﹤0.01%
+145
1387
$2.67K ﹤0.01%
46
1388
$2.66K ﹤0.01%
57
+35
1389
$2.64K ﹤0.01%
58
-300
1390
$2.64K ﹤0.01%
193
+144
1391
$2.63K ﹤0.01%
+292
1392
$2.63K ﹤0.01%
2,225
1393
$2.6K ﹤0.01%
24
-12
1394
$2.6K ﹤0.01%
89
+27
1395
$2.6K ﹤0.01%
42
1396
$2.58K ﹤0.01%
63
+27
1397
$2.58K ﹤0.01%
76
+45
1398
$2.56K ﹤0.01%
14
+11
1399
$2.56K ﹤0.01%
96
1400
$2.54K ﹤0.01%
39
54 55
56
57 58