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
351
$193K 0.01%
4,814
+47
352
$193K 0.01%
9,857
353
$192K 0.01%
893
354
$189K 0.01%
2,264
355
$188K 0.01%
1,382
+133
356
$187K 0.01%
7,367
-23
357
$187K 0.01%
1,963
-68
358
$183K 0.01%
3,978
+1,775
359
$183K 0.01%
6,374
+1,371
360
$176K 0.01%
597
+63
361
$172K 0.01%
4,453
+4,011
362
$167K 0.01%
3,715
-220
363
$165K 0.01%
714
-193
364
$163K 0.01%
1,952
+491
365
$162K 0.01%
3,236
-3,600
366
$160K 0.01%
5,335
367
$160K 0.01%
2,147
+110
368
$158K 0.01%
543
+50
369
$157K 0.01%
590
-4
370
$156K 0.01%
382
+179
371
$155K 0.01%
2,129
+11
372
$151K 0.01%
1,911
+207
373
$149K 0.01%
869
+78
374
$148K 0.01%
2,827
+1,402
375
$142K 0.01%
2,500
13 14
15
16 17