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
626
$21K ﹤0.01%
327
+173
627
$20K ﹤0.01%
+1,276
628
$20K ﹤0.01%
244
+2
629
$20K ﹤0.01%
166
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630
$20K ﹤0.01%
71
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631
$20K ﹤0.01%
639
+182
632
$20K ﹤0.01%
264
633
$20K ﹤0.01%
194
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634
$20K ﹤0.01%
60
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635
$20K ﹤0.01%
145
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636
$20K ﹤0.01%
264
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637
$20K ﹤0.01%
660
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638
$19K ﹤0.01%
280
-32
639
$19K ﹤0.01%
87
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640
$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
228
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645
$19K ﹤0.01%
781
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646
$19K ﹤0.01%
380
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647
$19K ﹤0.01%
119
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648
$19K ﹤0.01%
80
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649
$19K ﹤0.01%
1,000
650
$19K ﹤0.01%
117
+6
24 25
26
27 28