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
1626
$1.11K ﹤0.01%
+5
1627
$1.1K ﹤0.01%
79
-139
1628
$1.1K ﹤0.01%
+26
1629
$1.09K ﹤0.01%
+27
1630
$1.09K ﹤0.01%
38
1631
$1.09K ﹤0.01%
25
+14
1632
$1.08K ﹤0.01%
13
1633
$1.07K ﹤0.01%
9
1634
$1.07K ﹤0.01%
66
-254
1635
$1.07K ﹤0.01%
17
-3
1636
$1.06K ﹤0.01%
2
+1
1637
$1.06K ﹤0.01%
+312
1638
$1.05K ﹤0.01%
+27
1639
$1.05K ﹤0.01%
+13
1640
$1.04K ﹤0.01%
32
-23
1641
$1.04K ﹤0.01%
61
1642
$1.03K ﹤0.01%
41
1643
$1.03K ﹤0.01%
46
-93
1644
$1.02K ﹤0.01%
12
1645
$1.02K ﹤0.01%
+38
1646
$1.02K ﹤0.01%
+79
1647
$1.02K ﹤0.01%
70
1648
$1.02K ﹤0.01%
18
-27
1649
$1.01K ﹤0.01%
+55
1650
$1K ﹤0.01%
13
+9
64 65
66
67 68