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
1776
$498 ﹤0.01%
22
1777
$498 ﹤0.01%
+34
1778
$494 ﹤0.01%
+14
1779
$488 ﹤0.01%
+21
1780
$486 ﹤0.01%
22
1781
$486 ﹤0.01%
28
-5
1782
$480 ﹤0.01%
+28
1783
$475 ﹤0.01%
3
1784
$472 ﹤0.01%
+73
1785
$464 ﹤0.01%
+125
1786
$463 ﹤0.01%
12
1787
$458 ﹤0.01%
+14
1788
$454 ﹤0.01%
+10
1789
$451 ﹤0.01%
19
1790
$450 ﹤0.01%
13
-75
1791
$449 ﹤0.01%
46
1792
$444 ﹤0.01%
+8
1793
$437 ﹤0.01%
22
-129
1794
$435 ﹤0.01%
+17
1795
$435 ﹤0.01%
123
1796
$430 ﹤0.01%
9
1797
$430 ﹤0.01%
+31
1798
$429 ﹤0.01%
18
+2
1799
$426 ﹤0.01%
+27
1800
$420 ﹤0.01%
+2
70 71
72
73 74