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
+$8.82M
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
1126
$3K ﹤0.01%
97
+42
1127
$3K ﹤0.01%
+70
1128
$3K ﹤0.01%
258
+123
1129
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9
+2
1130
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76
+3
1131
$3K ﹤0.01%
2,225
1132
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43
-2
1133
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106
+86
1134
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+53
1135
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42
+30
1136
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426
1137
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34
+32
1138
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101
1139
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77
+41
1140
$3K ﹤0.01%
64
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1141
$3K ﹤0.01%
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1142
$3K ﹤0.01%
17
-1,377
1143
$3K ﹤0.01%
39
1144
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69
1145
$3K ﹤0.01%
22
+6
1146
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+113
1147
$3K ﹤0.01%
55
+32
1148
$3K ﹤0.01%
21
+5
1149
$3K ﹤0.01%
53
-55
1150
$3K ﹤0.01%
24
-42
44 45
46
47 48