MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
+9.77%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$2.43B
AUM Growth
+$227M
(+10%)
Cap. Flow
+$42.2M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
1,979
New
242
Increased
684
Reduced
521
Closed
208
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$11.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.82M |
| 3 |
Lincoln Electric
LECO
|
+$7.8M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.35M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$6.99M |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$7.01M |
| 2 |
Stanley Black & Decker
SWK
|
+$5.79M |
| 3 |
Altria Group
MO
|
+$3.36M |
| 4 |
Medtronic
MDT
|
+$3.16M |
| 5 |
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% |
