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
1676
$912 ﹤0.01%
3
-6
1677
$906 ﹤0.01%
+17
1678
$905 ﹤0.01%
+60
1679
$905 ﹤0.01%
+97
1680
$902 ﹤0.01%
38
-131
1681
$892 ﹤0.01%
78
-41
1682
$883 ﹤0.01%
+13
1683
$877 ﹤0.01%
+19
1684
$861 ﹤0.01%
5
1685
$852 ﹤0.01%
83
1686
$850 ﹤0.01%
11
1687
$826 ﹤0.01%
58
1688
$815 ﹤0.01%
12
-28
1689
$799 ﹤0.01%
+50
1690
$795 ﹤0.01%
59
1691
$792 ﹤0.01%
48
1692
$791 ﹤0.01%
102
1693
$789 ﹤0.01%
10
+1
1694
$789 ﹤0.01%
5
1695
$787 ﹤0.01%
+11
1696
$780 ﹤0.01%
21
1697
$779 ﹤0.01%
+157
1698
$775 ﹤0.01%
4
1699
$768 ﹤0.01%
67
1700
$751 ﹤0.01%
3
-14
66 67
68
69 70