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MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.67B
1-Year Est. Return
21.03%
This Fund
S&P 500
1 Year Est. Return
+21.03%
AUM
$1.17B
AUM Growth
-$179M
(-13%)
Holding
1,108
Top Buys
| 1 | +$4.67M | |
| 2 | +$4.38M | |
| 3 | +$3.93M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$2.42M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.25M |
Top Sells
| 1 | +$6.92M | |
| 2 | +$4.91M | |
| 3 | +$2.92M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.91M |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$2.7M |
Sector Composition
| 1 | Financials | 10.46% |
| 2 | Technology | 10.02% |
| 3 | Healthcare | 9.2% |
| 4 | Consumer Discretionary | 8.64% |
| 5 | Industrials | 7.52% |