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
1976
– –
-7
1977
– –
-24
1978
– –
0
1979
– –
-37
1980
– –
-10
1981
– –
-24
1982
– –
-11
1983
– –
-11
1984
– –
-119
1985
– –
-38
1986
– –
-8
1987
– –
-187
1988
– –
-116
1989
– –
-20
1990
– –
-275
1991
– –
-3,331
1992
– –
-2
1993
– –
-72
1994
– –
-17
1995
– –
-936
1996
– –
-2,767
1997
– –
-408
1998
– –
-186
1999
– –
-171
2000
– –
0
78 79
80
81 82