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
1576
$1.36K ﹤0.01%
132
+119
1577
$1.35K ﹤0.01%
+30
1578
$1.35K ﹤0.01%
11
-8
1579
$1.35K ﹤0.01%
25
+18
1580
$1.34K ﹤0.01%
97
-29
1581
$1.34K ﹤0.01%
+151
1582
$1.33K ﹤0.01%
23
-26
1583
$1.33K ﹤0.01%
+64
1584
$1.33K ﹤0.01%
+258
1585
$1.29K ﹤0.01%
+14
1586
$1.29K ﹤0.01%
178
+78
1587
$1.29K ﹤0.01%
16
1588
$1.29K ﹤0.01%
+64
1589
$1.29K ﹤0.01%
139
1590
$1.28K ﹤0.01%
80
+56
1591
$1.28K ﹤0.01%
+1
1592
$1.28K ﹤0.01%
61
+5
1593
$1.27K ﹤0.01%
25
1594
$1.27K ﹤0.01%
288
-54
1595
$1.26K ﹤0.01%
28
-115
1596
$1.26K ﹤0.01%
31
1597
$1.26K ﹤0.01%
5
-22
1598
$1.26K ﹤0.01%
+39
1599
$1.26K ﹤0.01%
+40
1600
$1.26K ﹤0.01%
+33
62 63
64
65 66