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
1326
$2K ﹤0.01%
9
1327
$2K ﹤0.01%
93
1328
$2K ﹤0.01%
196
+110
1329
$2K ﹤0.01%
14
-4
1330
$2K ﹤0.01%
15
+1
1331
$2K ﹤0.01%
61
-25
1332
$2K ﹤0.01%
+20
1333
$2K ﹤0.01%
+185
1334
$2K ﹤0.01%
62
1335
$2K ﹤0.01%
12
+10
1336
$2K ﹤0.01%
37
1337
$2K ﹤0.01%
22
+16
1338
$2K ﹤0.01%
101
+41
1339
$2K ﹤0.01%
13
-27
1340
$2K ﹤0.01%
+31
1341
$2K ﹤0.01%
53
-442
1342
$2K ﹤0.01%
40
+2
1343
$2K ﹤0.01%
+5
1344
$2K ﹤0.01%
+23
1345
$2K ﹤0.01%
39
-2
1346
$2K ﹤0.01%
53
+14
1347
$2K ﹤0.01%
23
1348
$2K ﹤0.01%
+19
1349
$2K ﹤0.01%
+74
1350
$2K ﹤0.01%
153
52 53
54
55 56