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
1751
$559 ﹤0.01%
122
1752
$558 ﹤0.01%
10
1753
$555 ﹤0.01%
+11
1754
$552 ﹤0.01%
49
-80
1755
$552 ﹤0.01%
107
1756
$546 ﹤0.01%
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1757
$545 ﹤0.01%
+293
1758
$542 ﹤0.01%
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1759
$536 ﹤0.01%
22
1760
$536 ﹤0.01%
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1761
$535 ﹤0.01%
+134
1762
$534 ﹤0.01%
+13
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$533 ﹤0.01%
61
-226
1764
$533 ﹤0.01%
51
1765
$532 ﹤0.01%
17
1766
$531 ﹤0.01%
5
1767
$524 ﹤0.01%
+10
1768
$524 ﹤0.01%
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1769
$521 ﹤0.01%
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1770
$519 ﹤0.01%
+20
1771
$519 ﹤0.01%
+9
1772
$516 ﹤0.01%
21
1773
$502 ﹤0.01%
5
-20
1774
$499 ﹤0.01%
+10
1775
$499 ﹤0.01%
+22
69 70
71
72 73