MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1526
$1.62K ﹤0.01%
35
1527
$1.62K ﹤0.01%
22
+15
1528
$1.6K ﹤0.01%
43
+17
1529
$1.6K ﹤0.01%
+100
1530
$1.59K ﹤0.01%
+45
1531
$1.59K ﹤0.01%
36
1532
$1.59K ﹤0.01%
+112
1533
$1.58K ﹤0.01%
+22
1534
$1.58K ﹤0.01%
+13
1535
$1.58K ﹤0.01%
+200
1536
$1.57K ﹤0.01%
10
-188
1537
$1.57K ﹤0.01%
+64
1538
$1.55K ﹤0.01%
+193
1539
$1.55K ﹤0.01%
13
+5
1540
$1.54K ﹤0.01%
45
1541
$1.53K ﹤0.01%
+29
1542
$1.52K ﹤0.01%
29
1543
$1.52K ﹤0.01%
52
1544
$1.5K ﹤0.01%
23
-6
1545
$1.5K ﹤0.01%
74
1546
$1.5K ﹤0.01%
92
+34
1547
$1.5K ﹤0.01%
41
+9
1548
$1.49K ﹤0.01%
16
-16
1549
$1.49K ﹤0.01%
55
+36
1550
$1.49K ﹤0.01%
13
60 61
62
63 64