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
651
$19K ﹤0.01%
350
652
$19K ﹤0.01%
40
+1
653
$19K ﹤0.01%
108
+22
654
$18K ﹤0.01%
873
-663
655
$18K ﹤0.01%
328
+26
656
$18K ﹤0.01%
104
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657
$18K ﹤0.01%
382
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658
$18K ﹤0.01%
208
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659
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75
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660
$18K ﹤0.01%
535
-38
661
$18K ﹤0.01%
216
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662
$18K ﹤0.01%
311
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663
$18K ﹤0.01%
65
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$17K ﹤0.01%
199
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$17K ﹤0.01%
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669
$17K ﹤0.01%
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670
$17K ﹤0.01%
28
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$17K ﹤0.01%
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$17K ﹤0.01%
154
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673
$17K ﹤0.01%
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$16K ﹤0.01%
153
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675
$16K ﹤0.01%
606
+12
25 26
27
28 29