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
451
$70K ﹤0.01%
427
+18
452
$70K ﹤0.01%
1,021
+4
453
$69K ﹤0.01%
+1,546
454
$68K ﹤0.01%
806
+27
455
$66K ﹤0.01%
484
+18
456
$65K ﹤0.01%
1,294
-6,423
457
$64K ﹤0.01%
687
+136
458
$63K ﹤0.01%
552
+57
459
$63K ﹤0.01%
1,549
460
$62K ﹤0.01%
122
-2
461
$62K ﹤0.01%
1,507
462
$61K ﹤0.01%
2,880
-151
463
$60K ﹤0.01%
1,628
+77
464
$58K ﹤0.01%
1,141
+80
465
$58K ﹤0.01%
125
+22
466
$58K ﹤0.01%
1,719
+9
467
$56K ﹤0.01%
876
468
$56K ﹤0.01%
634
-438
469
$54K ﹤0.01%
1,950
-800
470
$54K ﹤0.01%
500
-325
471
$54K ﹤0.01%
819
+255
472
$54K ﹤0.01%
829
+82
473
$53K ﹤0.01%
208
-29
474
$53K ﹤0.01%
1,481
+365
475
$52K ﹤0.01%
676
-40
17 18
19
20 21