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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
1201
$2K ﹤0.01%
27
-6
1202
$2K ﹤0.01%
81
+15
1203
$2K ﹤0.01%
62
-148
1204
$2K ﹤0.01%
+27
1205
$2K ﹤0.01%
218
1206
$2K ﹤0.01%
43
1207
$2K ﹤0.01%
8
-11
1208
$2K ﹤0.01%
114
-15
1209
$2K ﹤0.01%
34
1210
$2K ﹤0.01%
+28
1211
$2K ﹤0.01%
84
1212
$2K ﹤0.01%
139
1213
$2K ﹤0.01%
65
+27
1214
$2K ﹤0.01%
334
+197
1215
$2K ﹤0.01%
+47
1216
$2K ﹤0.01%
8,700
1217
$2K ﹤0.01%
+17
1218
$2K ﹤0.01%
118
+76
1219
$2K ﹤0.01%
64
-17
1220
$2K ﹤0.01%
150
1221
$2K ﹤0.01%
34
1222
$2K ﹤0.01%
21
1223
$2K ﹤0.01%
1,203
+480
1224
$2K ﹤0.01%
29
1225
$2K ﹤0.01%
+55
47 48
49
50 51