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
2026
– –
0
2027
– –
0
2028
– –
-35
2029
– –
-26
2030
– –
-142
2031
– –
-20
2032
– –
0
2033
– –
-47
2034
– –
-79
2035
– –
-67
2036
– –
-82
2037
– –
-280
2038
– –
-133
2039
– –
-6
2040
– –
0
2041
– –
-100
2042
– –
-813
2043
– –
0
2044
– –
-81
2045
– –
-8
2046
– –
-70
2047
– –
-109
2048
– –
-103
2049
– –
-21
2050
– –
-131
79 80 81
82
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