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
1826
$326 ﹤0.01%
+23
1827
$323 ﹤0.01%
+13
1828
$322 ﹤0.01%
28
-163
1829
$321 ﹤0.01%
+8
1830
$321 ﹤0.01%
+26
1831
$316 ﹤0.01%
13
1832
$306 ﹤0.01%
21
-162
1833
$304 ﹤0.01%
+24
1834
$303 ﹤0.01%
+14
1835
$296 ﹤0.01%
+25
1836
$295 ﹤0.01%
+6
1837
$293 ﹤0.01%
+34
1838
$291 ﹤0.01%
5
-34
1839
$288 ﹤0.01%
+57
1840
$287 ﹤0.01%
14
-48
1841
$287 ﹤0.01%
+19
1842
$283 ﹤0.01%
+8
1843
$283 ﹤0.01%
6
-21
1844
$277 ﹤0.01%
162
+19
1845
$277 ﹤0.01%
+120
1846
$268 ﹤0.01%
+21
1847
$264 ﹤0.01%
+11
1848
$258 ﹤0.01%
+43
1849
$255 ﹤0.01%
4
-28
1850
$254 ﹤0.01%
+10
72 73
74
75 76