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
401
$106K ﹤0.01%
1,417
+25
402
$105K ﹤0.01%
797
+25
403
$104K ﹤0.01%
2,375
+355
404
$103K ﹤0.01%
2,450
-360
405
$101K ﹤0.01%
2,118
-955
406
$101K ﹤0.01%
3,047
-65,290
407
$101K ﹤0.01%
1,150
408
$99K ﹤0.01%
761
+65
409
$98K ﹤0.01%
2,109
+1,149
410
$98K ﹤0.01%
2,379
-35
411
$97K ﹤0.01%
345
+33
412
$96K ﹤0.01%
507
+11
413
$95K ﹤0.01%
5,978
414
$95K ﹤0.01%
1,221
+47
415
$95K ﹤0.01%
867
-98
416
$94K ﹤0.01%
2,018
+867
417
$91K ﹤0.01%
1,438
-44
418
$90K ﹤0.01%
361
+27
419
$89K ﹤0.01%
2,873
-241
420
$88K ﹤0.01%
1,500
-2,468
421
$87K ﹤0.01%
886
+51
422
$87K ﹤0.01%
640
+266
423
$87K ﹤0.01%
619
-134
424
$86K ﹤0.01%
638
+16
425
$85K ﹤0.01%
2,220
+480
15 16
17
18 19