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
551
$31K ﹤0.01%
+1,418
552
$30K ﹤0.01%
90
-2
553
$30K ﹤0.01%
1,066
+607
554
$30K ﹤0.01%
100
555
$30K ﹤0.01%
141
+39
556
$29K ﹤0.01%
330
-47
557
$29K ﹤0.01%
597
+205
558
$29K ﹤0.01%
204
+23
559
$29K ﹤0.01%
3,023
+797
560
$29K ﹤0.01%
117
+3
561
$28K ﹤0.01%
120
+100
562
$28K ﹤0.01%
107
+2
563
$28K ﹤0.01%
1,623
+66
564
$28K ﹤0.01%
869
+159
565
$28K ﹤0.01%
267
+92
566
$28K ﹤0.01%
+298
567
$28K ﹤0.01%
319
+189
568
$28K ﹤0.01%
588
-9
569
$28K ﹤0.01%
215
570
$27K ﹤0.01%
11
571
$27K ﹤0.01%
317
572
$27K ﹤0.01%
19
573
$26K ﹤0.01%
568
+66
574
$26K ﹤0.01%
535
+402
575
$26K ﹤0.01%
920
+138
21 22
23
24 25