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
1501
$1.79K ﹤0.01%
+49
1502
$1.78K ﹤0.01%
21
1503
$1.77K ﹤0.01%
97
+69
1504
$1.75K ﹤0.01%
54
-80
1505
$1.74K ﹤0.01%
24
-96
1506
$1.74K ﹤0.01%
8,700
1507
$1.74K ﹤0.01%
21
1508
$1.74K ﹤0.01%
+13
1509
$1.73K ﹤0.01%
+504
1510
$1.73K ﹤0.01%
19
1511
$1.73K ﹤0.01%
34
1512
$1.73K ﹤0.01%
46
1513
$1.72K ﹤0.01%
97
+51
1514
$1.72K ﹤0.01%
41
+27
1515
$1.71K ﹤0.01%
34
-4,711
1516
$1.7K ﹤0.01%
25
1517
$1.67K ﹤0.01%
191
1518
$1.66K ﹤0.01%
64
1519
$1.66K ﹤0.01%
9
1520
$1.65K ﹤0.01%
219
1521
$1.65K ﹤0.01%
88
+29
1522
$1.65K ﹤0.01%
+63
1523
$1.64K ﹤0.01%
13
1524
$1.63K ﹤0.01%
723
-480
1525
$1.63K ﹤0.01%
231
59 60
61
62 63