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
+$8.87M
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%
+117
1202
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74
+33
1203
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184
1204
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47
-9
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1206
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-55
1207
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1208
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1209
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1210
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88
+59
1211
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44
1212
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1213
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+33
1214
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+31
1215
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49
1216
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10
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1217
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27
-6
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81
+15
1219
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62
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1220
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+27
1221
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218
1222
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43
1223
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114
-15
1224
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34
1225
$2K ﹤0.01%
+28
47 48
49
50 51