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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
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$8.87M
3
+$7.57M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.98M

Top Sells

1
+$7.18M
2
+$5.93M
3
+$3.33M
4
MDT icon
Medtronic
MDT
+$3.29M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.06M

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
1001
$5K ﹤0.01%
103
-66
1002
$5K ﹤0.01%
143
+20
1003
$5K ﹤0.01%
138
+52
1004
$5K ﹤0.01%
83
+9
1005
$5K ﹤0.01%
276
+160
1006
$5K ﹤0.01%
68
-2
1007
$5K ﹤0.01%
85
+16
1008
$5K ﹤0.01%
54
+36
1009
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225
+153
1010
$5K ﹤0.01%
40
1011
$5K ﹤0.01%
39
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1012
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18
-27
1013
$5K ﹤0.01%
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1014
$5K ﹤0.01%
25
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1015
$5K ﹤0.01%
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+20
1016
$5K ﹤0.01%
68
+12
1017
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814
+667
1018
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133
1019
$5K ﹤0.01%
400
+200
1020
$5K ﹤0.01%
+32
1021
$5K ﹤0.01%
77
-10
1022
$5K ﹤0.01%
35
1023
$4K ﹤0.01%
86
1024
$4K ﹤0.01%
43
-5
1025
$4K ﹤0.01%
72
+38
39 40
41
42 43