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
1101
$4K ﹤0.01%
30
+3
1102
$4K ﹤0.01%
114
+80
1103
$4K ﹤0.01%
+56
1104
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103
+55
1105
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134
+75
1106
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+70
1107
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+53
1108
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69
1109
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22
+6
1110
$3K ﹤0.01%
25
1111
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54
1112
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28
+10
1113
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315
+184
1114
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139
+74
1115
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1116
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1117
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57
-8
1118
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+36
1119
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+113
1120
$3K ﹤0.01%
55
+32
1121
$3K ﹤0.01%
21
+5
1122
$3K ﹤0.01%
53
-55
1123
$3K ﹤0.01%
24
-42
1124
$3K ﹤0.01%
106
+76
1125
$3K ﹤0.01%
50
-46
43 44
45
46 47