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
726
$13K ﹤0.01%
630
727
$13K ﹤0.01%
1,100
728
$13K ﹤0.01%
26
729
$13K ﹤0.01%
176
+6
730
$13K ﹤0.01%
102
731
$13K ﹤0.01%
276
+57
732
$13K ﹤0.01%
382
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733
$13K ﹤0.01%
605
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734
$13K ﹤0.01%
67
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735
$13K ﹤0.01%
453
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736
$13K ﹤0.01%
345
737
$13K ﹤0.01%
47
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738
$13K ﹤0.01%
+320
739
$13K ﹤0.01%
102
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740
$13K ﹤0.01%
128
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741
$13K ﹤0.01%
40
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$13K ﹤0.01%
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743
$12K ﹤0.01%
1,350
744
$12K ﹤0.01%
147
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745
$12K ﹤0.01%
72
746
$12K ﹤0.01%
239
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747
$12K ﹤0.01%
181
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748
$12K ﹤0.01%
93
-2
749
$12K ﹤0.01%
391
+135
750
$12K ﹤0.01%
333
-70
28 29
30
31 32