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
301
$361K 0.01%
3,573
+67
302
$360K 0.01%
4,662
-34
303
$359K 0.01%
13,455
-1,025
304
$357K 0.01%
7,568
-35,626
305
$355K 0.01%
2,841
-4
306
$353K 0.01%
7,209
+419
307
$350K 0.01%
19,003
+7,689
308
$344K 0.01%
4,692
309
$339K 0.01%
4,262
+890
310
$338K 0.01%
4,584
+1,744
311
$333K 0.01%
3,901
+31
312
$321K 0.01%
2,814
-90
313
$312K 0.01%
1,171
+131
314
$309K 0.01%
5,788
-4,167
315
$305K 0.01%
8,610
+974
316
$305K 0.01%
1,422
-99
317
$297K 0.01%
1,704
+309
318
$293K 0.01%
5,021
+35
319
$279K 0.01%
1,267
+125
320
$277K 0.01%
3,973
+229
321
$276K 0.01%
+4,722
322
$274K 0.01%
19,720
+10,264
323
$267K 0.01%
4,247
+25
324
$266K 0.01%
4,196
+272
325
$265K 0.01%
+4,083
11 12
13
14 15