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
601
$23K ﹤0.01%
505
-9
602
$23K ﹤0.01%
302
-76,010
603
$23K ﹤0.01%
176
-2
604
$23K ﹤0.01%
268
+26
605
$23K ﹤0.01%
447
-47
606
$23K ﹤0.01%
715
+157
607
$23K ﹤0.01%
264
+125
608
$23K ﹤0.01%
575
609
$23K ﹤0.01%
228
-299
610
$23K ﹤0.01%
113
+58
611
$22K ﹤0.01%
820
612
$22K ﹤0.01%
353
+45
613
$22K ﹤0.01%
356
+95
614
$22K ﹤0.01%
1,167
+374
615
$22K ﹤0.01%
275
-13
616
$22K ﹤0.01%
182
+55
617
$22K ﹤0.01%
173
+26
618
$22K ﹤0.01%
973
+10
619
$21K ﹤0.01%
800
620
$21K ﹤0.01%
52
+11
621
$21K ﹤0.01%
637
+120
622
$21K ﹤0.01%
431
-19
623
$21K ﹤0.01%
87
+18
624
$21K ﹤0.01%
+946
625
$21K ﹤0.01%
503
-23
23 24
25
26 27