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
1701
$748 ﹤0.01%
+37
1702
$746 ﹤0.01%
29
1703
$746 ﹤0.01%
537
1704
$744 ﹤0.01%
42
1705
$743 ﹤0.01%
+18
1706
$733 ﹤0.01%
43
1707
$728 ﹤0.01%
37
-2
1708
$722 ﹤0.01%
+16
1709
$715 ﹤0.01%
12
1710
$712 ﹤0.01%
9
+1
1711
$710 ﹤0.01%
15
1712
$710 ﹤0.01%
46
1713
$706 ﹤0.01%
17
+2
1714
$701 ﹤0.01%
10
-36
1715
$700 ﹤0.01%
88
1716
$700 ﹤0.01%
+47
1717
$692 ﹤0.01%
+19
1718
$690 ﹤0.01%
+8
1719
$686 ﹤0.01%
66
+44
1720
$682 ﹤0.01%
+56
1721
$682 ﹤0.01%
2
1722
$678 ﹤0.01%
+18
1723
$667 ﹤0.01%
+42
1724
$667 ﹤0.01%
+9
1725
$663 ﹤0.01%
6
67 68
69
70 71