MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
1326
$2K ﹤0.01%
48
+29
1327
$2K ﹤0.01%
8,700
1328
$2K ﹤0.01%
+17
1329
$2K ﹤0.01%
118
+76
1330
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64
-17
1331
$2K ﹤0.01%
+402
1332
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+29
1333
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28
+1
1334
$2K ﹤0.01%
554
1335
$2K ﹤0.01%
13
1336
$2K ﹤0.01%
35
1337
$2K ﹤0.01%
144
+64
1338
$2K ﹤0.01%
88
-29
1339
$2K ﹤0.01%
60
-5
1340
$2K ﹤0.01%
19
+15
1341
$2K ﹤0.01%
18
1342
$2K ﹤0.01%
138
1343
$2K ﹤0.01%
489
+294
1344
$2K ﹤0.01%
+45
1345
$2K ﹤0.01%
+346
1346
$2K ﹤0.01%
22
+16
1347
$2K ﹤0.01%
27
+13
1348
$2K ﹤0.01%
+61
1349
$2K ﹤0.01%
142
+128
1350
$2K ﹤0.01%
257
-162
52 53
54
55 56