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
1351
$2K ﹤0.01%
37
1352
$2K ﹤0.01%
22
+16
1353
$2K ﹤0.01%
101
+41
1354
$2K ﹤0.01%
13
-27
1355
$2K ﹤0.01%
+31
1356
$2K ﹤0.01%
53
-442
1357
$2K ﹤0.01%
40
+2
1358
$2K ﹤0.01%
+5
1359
$2K ﹤0.01%
+23
1360
$2K ﹤0.01%
39
-2
1361
$2K ﹤0.01%
53
+14
1362
$2K ﹤0.01%
23
1363
$2K ﹤0.01%
+19
1364
$2K ﹤0.01%
153
1365
$2K ﹤0.01%
93
1366
$2K ﹤0.01%
67
1367
$2K ﹤0.01%
27
-33
1368
$2K ﹤0.01%
46
1369
$1K ﹤0.01%
89
-1,059
1370
$1K ﹤0.01%
+28
1371
$1K ﹤0.01%
+8
1372
$1K ﹤0.01%
59
1373
$1K ﹤0.01%
31
-7
1374
$1K ﹤0.01%
+64
1375
$1K ﹤0.01%
+59
53 54
55
56 57