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
526
$35K ﹤0.01%
3,011
527
$34K ﹤0.01%
615
+28
528
$34K ﹤0.01%
868
+132
529
$34K ﹤0.01%
1,228
+1,049
530
$34K ﹤0.01%
54
-16
531
$33K ﹤0.01%
455
+7
532
$33K ﹤0.01%
168
-20
533
$33K ﹤0.01%
973
-143
534
$33K ﹤0.01%
689
-28,332
535
$33K ﹤0.01%
273
-43
536
$32K ﹤0.01%
116
+8
537
$32K ﹤0.01%
369
-1,048
538
$32K ﹤0.01%
146
+12
539
$32K ﹤0.01%
252
+116
540
$32K ﹤0.01%
546
541
$32K ﹤0.01%
149
+48
542
$32K ﹤0.01%
250
+44
543
$32K ﹤0.01%
1,095
+1,025
544
$32K ﹤0.01%
181
+136
545
$31K ﹤0.01%
234
+12
546
$31K ﹤0.01%
593
+113
547
$31K ﹤0.01%
966
548
$31K ﹤0.01%
174
+41
549
$31K ﹤0.01%
196
+117
550
$31K ﹤0.01%
617
+17
20 21
22
23 24