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
+$8.82M
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
1226
$2K ﹤0.01%
8
-11
1227
$2K ﹤0.01%
114
-15
1228
$2K ﹤0.01%
34
1229
$2K ﹤0.01%
+28
1230
$2K ﹤0.01%
84
1231
$2K ﹤0.01%
139
1232
$2K ﹤0.01%
65
+27
1233
$2K ﹤0.01%
334
+197
1234
$2K ﹤0.01%
+47
1235
$2K ﹤0.01%
48
+32
1236
$2K ﹤0.01%
18
1237
$2K ﹤0.01%
26
-4
1238
$2K ﹤0.01%
48
+29
1239
$2K ﹤0.01%
8,700
1240
$2K ﹤0.01%
+17
1241
$2K ﹤0.01%
118
+76
1242
$2K ﹤0.01%
+74
1243
$2K ﹤0.01%
+402
1244
$2K ﹤0.01%
99
1245
$2K ﹤0.01%
55
+42
1246
$2K ﹤0.01%
62
-44
1247
$2K ﹤0.01%
36
-1
1248
$2K ﹤0.01%
31
+21
1249
$2K ﹤0.01%
46
-129
1250
$2K ﹤0.01%
136
-60
48 49
50
51 52