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
1201
$2K ﹤0.01%
95
+25
1202
$2K ﹤0.01%
66
+13
1203
$2K ﹤0.01%
23
-7
1204
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+104
1205
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26
-19
1206
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49
1207
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48
+18
1208
$2K ﹤0.01%
150
1209
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34
1210
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21
1211
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251
1212
$2K ﹤0.01%
1,203
+480
1213
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29
1214
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+55
1215
$2K ﹤0.01%
+26
1216
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46
-129
1217
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136
-60
1218
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339
-23
1219
$2K ﹤0.01%
+58
1220
$2K ﹤0.01%
+302
1221
$2K ﹤0.01%
247
+152
1222
$2K ﹤0.01%
35
-51
1223
$2K ﹤0.01%
21
1224
$2K ﹤0.01%
+24
1225
$2K ﹤0.01%
31
+1
47 48
49
50 51