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
1726
$657 ﹤0.01%
30
1727
$657 ﹤0.01%
+26
1728
$653 ﹤0.01%
+29
1729
$649 ﹤0.01%
+22
1730
$644 ﹤0.01%
18
1731
$642 ﹤0.01%
+22
1732
$641 ﹤0.01%
24
1733
$638 ﹤0.01%
25
-28
1734
$631 ﹤0.01%
19
-18
1735
$620 ﹤0.01%
21
1736
$618 ﹤0.01%
10
1737
$612 ﹤0.01%
27
1738
$595 ﹤0.01%
53
-7
1739
$594 ﹤0.01%
17
1740
$592 ﹤0.01%
+11
1741
$585 ﹤0.01%
59
1742
$585 ﹤0.01%
+46
1743
$584 ﹤0.01%
+120
1744
$581 ﹤0.01%
87
-106
1745
$579 ﹤0.01%
+17
1746
$574 ﹤0.01%
+15
1747
$572 ﹤0.01%
+12
1748
$570 ﹤0.01%
8
-12
1749
$563 ﹤0.01%
16
-46
1750
$559 ﹤0.01%
64
-132
68 69
70
71 72