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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
1226
$2K ﹤0.01%
+26
1227
$2K ﹤0.01%
+19
1228
$2K ﹤0.01%
+74
1229
$2K ﹤0.01%
153
1230
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93
1231
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67
1232
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27
-33
1233
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46
1234
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+337
1235
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48
+32
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18
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26
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1238
$2K ﹤0.01%
48
+29
1239
$2K ﹤0.01%
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1240
$2K ﹤0.01%
+29
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28
+1
1242
$2K ﹤0.01%
554
1243
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13
1244
$2K ﹤0.01%
35
1245
$2K ﹤0.01%
144
+64
1246
$2K ﹤0.01%
88
-29
1247
$2K ﹤0.01%
60
-5
1248
$2K ﹤0.01%
19
+15
1249
$2K ﹤0.01%
18
1250
$2K ﹤0.01%
138
48 49
50
51 52