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
676
$16K ﹤0.01%
71
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677
$16K ﹤0.01%
24
-16
678
$16K ﹤0.01%
391
+102
679
$16K ﹤0.01%
270
680
$16K ﹤0.01%
752
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681
$16K ﹤0.01%
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$16K ﹤0.01%
91
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683
$16K ﹤0.01%
127
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684
$16K ﹤0.01%
431
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685
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686
$16K ﹤0.01%
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$16K ﹤0.01%
236
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688
$16K ﹤0.01%
1,527
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689
$16K ﹤0.01%
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$16K ﹤0.01%
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$15K ﹤0.01%
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$15K ﹤0.01%
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693
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104
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$15K ﹤0.01%
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$15K ﹤0.01%
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696
$15K ﹤0.01%
236
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697
$15K ﹤0.01%
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$15K ﹤0.01%
221
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699
$15K ﹤0.01%
133
-80
700
$14K ﹤0.01%
102
-2
26 27
28
29 30