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
1451
$2.11K ﹤0.01%
69
+28
1452
$2.1K ﹤0.01%
37
1453
$2.09K ﹤0.01%
402
1454
$2.08K ﹤0.01%
93
1455
$2.08K ﹤0.01%
15
1456
$2.08K ﹤0.01%
+60
1457
$2.06K ﹤0.01%
38
+16
1458
$2.05K ﹤0.01%
39
+25
1459
$2.04K ﹤0.01%
7
-13
1460
$2.02K ﹤0.01%
32
1461
$2.01K ﹤0.01%
153
-120
1462
$2.01K ﹤0.01%
102
+17
1463
$2K ﹤0.01%
126
-393
1464
$2K ﹤0.01%
17
1465
$1.99K ﹤0.01%
58
+13
1466
$1.99K ﹤0.01%
42
+17
1467
$1.97K ﹤0.01%
3
1468
$1.97K ﹤0.01%
+19
1469
$1.96K ﹤0.01%
33
+30
1470
$1.96K ﹤0.01%
+9
1471
$1.95K ﹤0.01%
9
+3
1472
$1.94K ﹤0.01%
25
1473
$1.93K ﹤0.01%
29
1474
$1.93K ﹤0.01%
+783
1475
$1.92K ﹤0.01%
51
57 58
59
60 61