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
701
$14K ﹤0.01%
1,005
702
$14K ﹤0.01%
148
+8
703
$14K ﹤0.01%
197
704
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216
+12
705
$14K ﹤0.01%
+270
706
$14K ﹤0.01%
786
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707
$14K ﹤0.01%
415
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708
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640
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709
$14K ﹤0.01%
173
710
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+17
711
$14K ﹤0.01%
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712
$14K ﹤0.01%
1,104
-29
713
$14K ﹤0.01%
152
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714
$14K ﹤0.01%
381
+15
715
$14K ﹤0.01%
318
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716
$14K ﹤0.01%
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717
$14K ﹤0.01%
1,546
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718
$14K ﹤0.01%
689
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719
$14K ﹤0.01%
105
720
$14K ﹤0.01%
100
721
$14K ﹤0.01%
77
-34
722
$14K ﹤0.01%
100
723
$14K ﹤0.01%
165
724
$13K ﹤0.01%
1,101
-60
725
$13K ﹤0.01%
32
+7
27 28
29
30 31