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
1076
$4K ﹤0.01%
22
-21
1077
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85
+45
1078
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62
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991
+380
1080
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+254
1081
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+346
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34
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1083
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+2
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37
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1085
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42
1086
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43
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1088
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59
+12
1089
$4K ﹤0.01%
119
-26
1090
$4K ﹤0.01%
218
-83
1091
$4K ﹤0.01%
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1092
$4K ﹤0.01%
71
-26
1093
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256
-28
1094
$4K ﹤0.01%
103
+66
1095
$4K ﹤0.01%
79
+41
1096
$4K ﹤0.01%
49
+7
1097
$4K ﹤0.01%
64
+50
1098
$4K ﹤0.01%
108
1099
$4K ﹤0.01%
21
+9
1100
$4K ﹤0.01%
52
-14
42 43
44
45 46