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
476
$52K ﹤0.01%
786
+127
477
$51K ﹤0.01%
1,096
+96
478
$51K ﹤0.01%
671
-124
479
$50K ﹤0.01%
1,069
480
$50K ﹤0.01%
550
-304
481
$50K ﹤0.01%
603
482
$49K ﹤0.01%
518
+85
483
$49K ﹤0.01%
657
+230
484
$49K ﹤0.01%
1,202
-96
485
$49K ﹤0.01%
421
+65
486
$49K ﹤0.01%
1,083
+380
487
$48K ﹤0.01%
578
-104
488
$48K ﹤0.01%
127
-90
489
$48K ﹤0.01%
757
+273
490
$47K ﹤0.01%
422
491
$46K ﹤0.01%
426
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492
$46K ﹤0.01%
713
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493
$46K ﹤0.01%
+2,000
494
$46K ﹤0.01%
200
+31
495
$45K ﹤0.01%
375
+112
496
$45K ﹤0.01%
1,347
497
$45K ﹤0.01%
478
+87
498
$44K ﹤0.01%
314
+62
499
$44K ﹤0.01%
265
+103
500
$44K ﹤0.01%
626
-20
18 19
20
21 22