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
1851
$251 ﹤0.01%
2
1852
$249 ﹤0.01%
17
1853
$248 ﹤0.01%
+10
1854
$240 ﹤0.01%
+4
1855
$236 ﹤0.01%
3
-16
1856
$235 ﹤0.01%
2
1857
$231 ﹤0.01%
+1
1858
$225 ﹤0.01%
+8
1859
$220 ﹤0.01%
19
-71
1860
$218 ﹤0.01%
+12
1861
$206 ﹤0.01%
7
1862
$202 ﹤0.01%
5
-7
1863
$198 ﹤0.01%
+5
1864
$192 ﹤0.01%
+10
1865
$185 ﹤0.01%
+2
1866
$185 ﹤0.01%
4
1867
$181 ﹤0.01%
+2
1868
$181 ﹤0.01%
+4
1869
$179 ﹤0.01%
+1
1870
$177 ﹤0.01%
8
-104
1871
$167 ﹤0.01%
12
1872
$161 ﹤0.01%
+9
1873
$157 ﹤0.01%
157
1874
$154 ﹤0.01%
16
1875
$150 ﹤0.01%
+12
73 74
75
76 77