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
$2.43B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,979
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.82M
3
+$7.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.35M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.99M

Top Sells

1
+$7.01M
2
+$5.79M
3
+$3.36M
4
MDT icon
Medtronic
MDT
+$3.16M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.98M

Sector Composition

1 Technology 15.15%
2 Financials 11.04%
3 Healthcare 10.47%
4 Consumer Discretionary 8.43%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$491K 0.02%
7,276
+177
277
$482K 0.02%
21,053
-544
278
$479K 0.02%
10,100
279
$479K 0.02%
20,901
-527
280
$469K 0.02%
1
281
$450K 0.02%
2,967
282
$438K 0.02%
1,832
-69
283
$438K 0.02%
3,007
+571
284
$433K 0.02%
2,659
+2,627
285
$423K 0.02%
6,327
+131
286
$418K 0.02%
6,095
-42
287
$418K 0.02%
10,566
+10,436
288
$417K 0.02%
4,727
+112
289
$412K 0.02%
5,080
-1,535
290
$411K 0.02%
18,335
+308
291
$409K 0.02%
3,195
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292
$395K 0.02%
8,464
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293
$392K 0.02%
4,799
+207
294
$387K 0.02%
21,676
-780
295
$382K 0.02%
2,734
-177
296
$377K 0.02%
1,115
-48
297
$376K 0.02%
4,914
-356
298
$372K 0.02%
8,354
-2,099
299
$371K 0.02%
4,372
+499
300
$365K 0.02%
32,682
+15,475
10 11
12
13 14