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
1551
$1.49K ﹤0.01%
14
+8
1552
$1.48K ﹤0.01%
+22
1553
$1.48K ﹤0.01%
26
1554
$1.47K ﹤0.01%
75
+52
1555
$1.45K ﹤0.01%
+48
1556
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20
1557
$1.45K ﹤0.01%
30
1558
$1.44K ﹤0.01%
33
1559
$1.44K ﹤0.01%
+187
1560
$1.44K ﹤0.01%
+103
1561
$1.43K ﹤0.01%
46
+25
1562
$1.43K ﹤0.01%
12
-10
1563
$1.43K ﹤0.01%
30
1564
$1.43K ﹤0.01%
+31
1565
$1.42K ﹤0.01%
+20
1566
$1.42K ﹤0.01%
58
+6
1567
$1.41K ﹤0.01%
20
1568
$1.41K ﹤0.01%
33
-11
1569
$1.4K ﹤0.01%
44
1570
$1.39K ﹤0.01%
+27
1571
$1.39K ﹤0.01%
+135
1572
$1.37K ﹤0.01%
65
-71
1573
$1.37K ﹤0.01%
+107
1574
$1.36K ﹤0.01%
+30
1575
$1.36K ﹤0.01%
+27
61 62
63
64 65