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
576
$26K ﹤0.01%
247
+92
577
$26K ﹤0.01%
191
+3
578
$26K ﹤0.01%
661
+17
579
$25K ﹤0.01%
139
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580
$25K ﹤0.01%
289
+9
581
$25K ﹤0.01%
129
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582
$25K ﹤0.01%
660
-315
583
$25K ﹤0.01%
208
+51
584
$25K ﹤0.01%
642
+420
585
$25K ﹤0.01%
257
+115
586
$25K ﹤0.01%
708
+154
587
$25K ﹤0.01%
210
+22
588
$25K ﹤0.01%
236
+107
589
$25K ﹤0.01%
352
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590
$25K ﹤0.01%
461
591
$24K ﹤0.01%
348
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592
$24K ﹤0.01%
67
-13
593
$24K ﹤0.01%
524
+273
594
$24K ﹤0.01%
765
+47
595
$24K ﹤0.01%
191
+24
596
$23K ﹤0.01%
89
+6
597
$23K ﹤0.01%
233
+6
598
$23K ﹤0.01%
392
+149
599
$23K ﹤0.01%
211
-28
600
$23K ﹤0.01%
373
+99
22 23
24
25 26