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
1651
$996 ﹤0.01%
18
+6
1652
$995 ﹤0.01%
+79
1653
$991 ﹤0.01%
111
-185
1654
$986 ﹤0.01%
+61
1655
$980 ﹤0.01%
24
1656
$970 ﹤0.01%
33
1657
$966 ﹤0.01%
+39
1658
$963 ﹤0.01%
+6
1659
$962 ﹤0.01%
38
+25
1660
$959 ﹤0.01%
+15
1661
$958 ﹤0.01%
+47
1662
$958 ﹤0.01%
25
1663
$957 ﹤0.01%
19
1664
$949 ﹤0.01%
32
+26
1665
$947 ﹤0.01%
42
1666
$945 ﹤0.01%
+21
1667
$943 ﹤0.01%
+86
1668
$940 ﹤0.01%
108
1669
$939 ﹤0.01%
+37
1670
$937 ﹤0.01%
13
1671
$927 ﹤0.01%
29
-37
1672
$924 ﹤0.01%
+64
1673
$923 ﹤0.01%
+32
1674
$923 ﹤0.01%
125
1675
$920 ﹤0.01%
33
+21
65 66
67
68 69