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
1926
– –
-150
1927
– –
-190
1928
– –
-63
1929
– –
-34
1930
– –
-296
1931
– –
-6
1932
– –
0
1933
– –
-8
1934
– –
-758
1935
– –
-118
1936
– –
-147
1937
– –
-138
1938
– –
-12
1939
– –
-162
1940
– –
-30
1941
– –
-1
1942
– –
-170
1943
– –
-3
1944
– –
-76
1945
– –
-252
1946
– –
-22
1947
– –
-3,047
1948
– –
-53
1949
– –
-546
1950
– –
-9
76 77
78
79 80