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
1476
$1.91K ﹤0.01%
57
1477
$1.91K ﹤0.01%
149
+45
1478
$1.9K ﹤0.01%
184
1479
$1.9K ﹤0.01%
14
+9
1480
$1.9K ﹤0.01%
82
+34
1481
$1.9K ﹤0.01%
+25
1482
$1.89K ﹤0.01%
+227
1483
$1.89K ﹤0.01%
48
1484
$1.88K ﹤0.01%
162
-91
1485
$1.86K ﹤0.01%
39
-597
1486
$1.85K ﹤0.01%
46
+34
1487
$1.85K ﹤0.01%
68
1488
$1.85K ﹤0.01%
12
1489
$1.85K ﹤0.01%
61
-46
1490
$1.84K ﹤0.01%
11
-30
1491
$1.83K ﹤0.01%
49
1492
$1.83K ﹤0.01%
11
1493
$1.83K ﹤0.01%
33
1494
$1.83K ﹤0.01%
85
+20
1495
$1.82K ﹤0.01%
+23
1496
$1.81K ﹤0.01%
53
+36
1497
$1.81K ﹤0.01%
77
+56
1498
$1.81K ﹤0.01%
202
1499
$1.8K ﹤0.01%
34
-50
1500
$1.8K ﹤0.01%
57
+17
58 59
60
61 62