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
1951
– –
0
1952
– –
-51
1953
– –
-15
1954
– –
-300
1955
– –
-689
1956
– –
-88
1957
– –
-5
1958
– –
-11
1959
– –
-69
1960
– –
0
1961
– –
-23
1962
– –
-218
1963
– –
-71
1964
– –
0
1965
– –
-32
1966
– –
-1,440
1967
– –
0
1968
– –
-74
1969
– –
-7
1970
– –
-337
1971
– –
-88
1972
– –
-16
1973
– –
0
1974
– –
-378
1975
– –
0
77 78
79
80 81