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
376
$141K 0.01%
2,143
+705
377
$140K 0.01%
2,767
-58,836
378
$140K 0.01%
834
+34
379
$137K 0.01%
1,594
+25
380
$135K 0.01%
3,072
+799
381
$133K 0.01%
1,695
+36
382
$130K 0.01%
1,600
383
$127K 0.01%
1,503
+270
384
$125K 0.01%
2,500
385
$125K 0.01%
1,775
-34
386
$124K 0.01%
445
-28
387
$123K 0.01%
1,896
-75
388
$121K 0.01%
6,922
389
$118K ﹤0.01%
2,488
390
$118K ﹤0.01%
511
+107
391
$117K ﹤0.01%
3,031
-470
392
$116K ﹤0.01%
3,935
393
$114K ﹤0.01%
1,215
+1,030
394
$114K ﹤0.01%
4,527
-49,176
395
$113K ﹤0.01%
1,466
+158
396
$113K ﹤0.01%
3,379
-77,000
397
$110K ﹤0.01%
722
+75
398
$108K ﹤0.01%
338
+22
399
$107K ﹤0.01%
992
-7,996
400
$107K ﹤0.01%
3,500
-14
14 15
16
17 18