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
1801
$420 ﹤0.01%
4
1802
$417 ﹤0.01%
62
1803
$416 ﹤0.01%
+30
1804
$413 ﹤0.01%
+10
1805
$412 ﹤0.01%
11
-28
1806
$409 ﹤0.01%
181
-4,028
1807
$408 ﹤0.01%
9
1808
$406 ﹤0.01%
+23
1809
$404 ﹤0.01%
+7
1810
$398 ﹤0.01%
+140
1811
$397 ﹤0.01%
+32
1812
$397 ﹤0.01%
27
1813
$385 ﹤0.01%
6
+2
1814
$384 ﹤0.01%
+42
1815
$381 ﹤0.01%
+86
1816
$366 ﹤0.01%
16
-171
1817
$363 ﹤0.01%
+30
1818
$341 ﹤0.01%
+9
1819
$338 ﹤0.01%
7
-59
1820
$336 ﹤0.01%
50
1821
$335 ﹤0.01%
+28
1822
$333 ﹤0.01%
185
+24
1823
$333 ﹤0.01%
+59
1824
$332 ﹤0.01%
22
1825
$328 ﹤0.01%
+14
71 72
73
74 75