MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
501
$44K ﹤0.01%
969
+62
502
$43K ﹤0.01%
1,800
503
$42K ﹤0.01%
1,378
+358
504
$42K ﹤0.01%
628
-253
505
$41K ﹤0.01%
959
-3,105
506
$41K ﹤0.01%
936
507
$41K ﹤0.01%
220
+37
508
$40K ﹤0.01%
191
-33
509
$39K ﹤0.01%
685
-96
510
$39K ﹤0.01%
2,423
+361
511
$39K ﹤0.01%
865
-71
512
$39K ﹤0.01%
1,963
-1,900
513
$38K ﹤0.01%
402
-663
514
$38K ﹤0.01%
1,128
-370
515
$38K ﹤0.01%
1,588
+408
516
$38K ﹤0.01%
753
-84
517
$37K ﹤0.01%
110
+82
518
$37K ﹤0.01%
244
+203
519
$37K ﹤0.01%
105
+30
520
$36K ﹤0.01%
177
-38
521
$36K ﹤0.01%
385
+59
522
$36K ﹤0.01%
2,005
-150
523
$36K ﹤0.01%
503
524
$36K ﹤0.01%
1,227
-20
525
$35K ﹤0.01%
1,295
+450
19 20
21
22 23