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
1601
$1.25K ﹤0.01%
58
-207
1602
$1.25K ﹤0.01%
65
1603
$1.25K ﹤0.01%
+24
1604
$1.24K ﹤0.01%
21
+9
1605
$1.23K ﹤0.01%
48
1606
$1.22K ﹤0.01%
+47
1607
$1.21K ﹤0.01%
+36
1608
$1.21K ﹤0.01%
+26
1609
$1.2K ﹤0.01%
16
-29
1610
$1.2K ﹤0.01%
+99
1611
$1.18K ﹤0.01%
33
-22
1612
$1.17K ﹤0.01%
27
-41
1613
$1.17K ﹤0.01%
+56
1614
$1.17K ﹤0.01%
10
-412
1615
$1.17K ﹤0.01%
60
1616
$1.16K ﹤0.01%
27
-1
1617
$1.16K ﹤0.01%
28
1618
$1.15K ﹤0.01%
+15
1619
$1.15K ﹤0.01%
23
-7
1620
$1.14K ﹤0.01%
16
+4
1621
$1.13K ﹤0.01%
15
-18
1622
$1.13K ﹤0.01%
17
1623
$1.13K ﹤0.01%
11
1624
$1.13K ﹤0.01%
38
-149
1625
$1.11K ﹤0.01%
55
+32
63 64
65
66 67