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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
1176
$3K ﹤0.01%
22
-10
1177
$3K ﹤0.01%
257
1178
$3K ﹤0.01%
35
-93
1179
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35
1180
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64
-77
1181
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97
1182
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69
1183
$3K ﹤0.01%
19
+2
1184
$3K ﹤0.01%
37
+18
1185
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17
-1,377
1186
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39
1187
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139
+74
1188
$3K ﹤0.01%
97
1189
$2K ﹤0.01%
39
+9
1190
$2K ﹤0.01%
119
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1191
$2K ﹤0.01%
139
+73
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$2K ﹤0.01%
9
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$2K ﹤0.01%
+6
1194
$2K ﹤0.01%
88
+59
1195
$2K ﹤0.01%
44
1196
$2K ﹤0.01%
+53
1197
$2K ﹤0.01%
+33
1198
$2K ﹤0.01%
+31
1199
$2K ﹤0.01%
49
1200
$2K ﹤0.01%
10
-1
46 47
48
49 50