MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1926
– –
-554
1927
$0 ﹤0.01%
24
1928
$0 ﹤0.01%
1,300
1929
– –
-21,200
1930
$0 ﹤0.01%
67
1931
$0 ﹤0.01%
3
1932
$0 ﹤0.01%
54
1933
$0 ﹤0.01%
3,333
1934
– –
-20
1935
– –
-39
1936
– –
-12
1937
$0 ﹤0.01%
150
1938
– –
-33
1939
$0 ﹤0.01%
2,265
1940
– –
-165
1941
– –
-162
1942
– –
-30
1943
– –
-414
1944
– –
-1
1945
– –
-170
1946
– –
-3
1947
– –
-76
1948
– –
-252
1949
– –
-22
1950
– –
-3,047
76 77
78
79 80