MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1101
$4K ﹤0.01%
54
+14
1102
$4K ﹤0.01%
73
+57
1103
$4K ﹤0.01%
10,000
1104
$4K ﹤0.01%
709
+165
1105
$4K ﹤0.01%
97
+79
1106
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77
+42
1107
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69
1108
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22
+6
1109
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25
1110
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54
1111
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28
+10
1112
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315
+184
1113
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139
+74
1114
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97
1115
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1116
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57
-8
1117
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+36
1118
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+113
1119
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55
+32
1120
$3K ﹤0.01%
21
+5
1121
$3K ﹤0.01%
53
-55
1122
$3K ﹤0.01%
24
-42
1123
$3K ﹤0.01%
106
+76
1124
$3K ﹤0.01%
50
-46
1125
$3K ﹤0.01%
24
-2
43 44
45
46 47