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
601
$23K ﹤0.01%
373
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602
$23K ﹤0.01%
211
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$23K ﹤0.01%
395
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$23K ﹤0.01%
302
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605
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606
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607
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608
$23K ﹤0.01%
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610
$23K ﹤0.01%
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$22K ﹤0.01%
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614
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617
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618
$22K ﹤0.01%
820
619
$21K ﹤0.01%
327
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620
$21K ﹤0.01%
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$21K ﹤0.01%
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622
$21K ﹤0.01%
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431
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$21K ﹤0.01%
637
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625
$21K ﹤0.01%
52
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23 24
25
26 27