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
751
$12K ﹤0.01%
131
+20
752
$12K ﹤0.01%
203
-64
753
$12K ﹤0.01%
30
+13
754
$12K ﹤0.01%
404
755
$12K ﹤0.01%
97
+6
756
$12K ﹤0.01%
195
+35
757
$12K ﹤0.01%
186
758
$12K ﹤0.01%
192
+69
759
$12K ﹤0.01%
368
-1,933
760
$12K ﹤0.01%
497
761
$12K ﹤0.01%
226
+17
762
$12K ﹤0.01%
88
763
$12K ﹤0.01%
118
764
$12K ﹤0.01%
306
-8
765
$12K ﹤0.01%
1,089
+376
766
$12K ﹤0.01%
499
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767
$12K ﹤0.01%
379
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768
$12K ﹤0.01%
108
+13
769
$12K ﹤0.01%
101
770
$12K ﹤0.01%
9,300
771
$12K ﹤0.01%
95
-1,272
772
$11K ﹤0.01%
108
+102
773
$11K ﹤0.01%
103
-28
774
$11K ﹤0.01%
268
+150
775
$11K ﹤0.01%
132
+36
29 30
31
32 33