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
126
$4.35M 0.16%
41,082
-1,014
127
$4.35M 0.16%
21,644
+1,448
128
$4.28M 0.15%
66,911
+55,300
129
$4.27M 0.15%
21,985
+173
130
$4.27M 0.15%
37,339
-548
131
$4.25M 0.15%
92,222
+6,590
132
$4.24M 0.15%
129,894
+19,433
133
$4.2M 0.15%
38,550
-2,601
134
$4.2M 0.15%
29,940
+1,662
135
$4.18M 0.15%
9,123
-425
136
$4.16M 0.15%
22,654
+1,520
137
$4.16M 0.15%
35,464
-2,211
138
$4.13M 0.15%
124,929
-6,909
139
$4.03M 0.15%
27,892
+290
140
$4.01M 0.14%
9,899
+7,634
141
$3.97M 0.14%
69,124
-40,464
142
$3.94M 0.14%
34,868
-1,436
143
$3.93M 0.14%
12,175
-464
144
$3.91M 0.14%
35,727
-18,430
145
$3.89M 0.14%
45,508
-1,260
146
$3.86M 0.14%
15,557
-632
147
$3.79M 0.14%
12,990
+4,666
148
$3.73M 0.13%
21,647
-334
149
$3.72M 0.13%
38,116
+1,407
150
$3.71M 0.13%
32,563
+1,772
4 5
6
7 8