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
1876
$140 ﹤0.01%
+16
1877
$136 ﹤0.01%
+30
1878
$106 ﹤0.01%
+5
1879
$105 ﹤0.01%
6
-15
1880
$103 ﹤0.01%
1
1881
$78 ﹤0.01%
20
1882
$24 ﹤0.01%
1
1883
$16 ﹤0.01%
157
1884
$13 ﹤0.01%
+34
1885
$1 ﹤0.01%
250
1886
– –
0
1887
– –
-71
1888
– –
0
1889
– –
-37
1890
– –
0
1891
– –
-85
1892
– –
-13
1893
– –
-16,745
1894
– –
-34
1895
– –
-129
1896
– –
-180
1897
– –
-38
1898
– –
-45
1899
– –
-346
1900
– –
-184
74 75
76
77 78