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
176
$2.61M 0.09%
66,014
+794
177
$2.57M 0.09%
46,169
-6,114
178
$2.52M 0.09%
20,558
+4,328
179
$2.5M 0.09%
10,194
-153
180
$2.46M 0.09%
24,980
-331
181
$2.31M 0.08%
63,476
-53,478
182
$2.28M 0.08%
16,221
+534
183
$2.27M 0.08%
24,103
-94
184
$2.23M 0.08%
20,688
-519
185
$2.23M 0.08%
29,771
+1,496
186
$2.14M 0.08%
19,584
+1,446
187
$2.13M 0.08%
53,226
+1,468
188
$2.11M 0.08%
10,619
+49
189
$2.08M 0.07%
51,433
+2,890
190
$2.05M 0.07%
5,033
+748
191
$1.84M 0.07%
31,094
-1,579
192
$1.83M 0.07%
25,150
+1,223
193
$1.82M 0.07%
49,944
-8,567
194
$1.81M 0.06%
27,880
-32,268
195
$1.78M 0.06%
19,883
+1,296
196
$1.77M 0.06%
14,256
-564
197
$1.72M 0.06%
37,609
-1,257
198
$1.72M 0.06%
12,074
+280
199
$1.71M 0.06%
33,011
+2,096
200
$1.69M 0.06%
31,836
-5,235
6 7
8
9 10