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
426
$83K ﹤0.01%
613
+43
427
$83K ﹤0.01%
1,550
+622
428
$82K ﹤0.01%
995
+42
429
$81K ﹤0.01%
7,790
430
$81K ﹤0.01%
950
431
$81K ﹤0.01%
13,682
+286
432
$80K ﹤0.01%
684
+40
433
$79K ﹤0.01%
1,228
-108,914
434
$79K ﹤0.01%
1,096
+88
435
$78K ﹤0.01%
3,607
-66
436
$78K ﹤0.01%
1,101
+1,000
437
$78K ﹤0.01%
46,152
438
$77K ﹤0.01%
258
+100
439
$77K ﹤0.01%
2,524
+1,348
440
$77K ﹤0.01%
457
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441
$76K ﹤0.01%
605
+230
442
$75K ﹤0.01%
521
-39
443
$75K ﹤0.01%
259
+4
444
$75K ﹤0.01%
2,017
+336
445
$73K ﹤0.01%
1,162
+31
446
$73K ﹤0.01%
295
+107
447
$72K ﹤0.01%
808
+327
448
$72K ﹤0.01%
993
-92
449
$72K ﹤0.01%
630
-829
450
$71K ﹤0.01%
474
+2
16 17
18
19 20