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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
1351
$2K ﹤0.01%
20
+15
1352
$2K ﹤0.01%
56
+21
1353
$2K ﹤0.01%
185
-15
1354
$2K ﹤0.01%
24
+15
1355
$2K ﹤0.01%
+19
1356
$2K ﹤0.01%
36
-27
1357
$2K ﹤0.01%
71
+15
1358
$2K ﹤0.01%
57
+40
1359
$2K ﹤0.01%
55
1360
$2K ﹤0.01%
40
1361
$2K ﹤0.01%
25
1362
$2K ﹤0.01%
+62
1363
$2K ﹤0.01%
61
1364
$2K ﹤0.01%
+117
1365
$2K ﹤0.01%
74
+33
1366
$2K ﹤0.01%
184
1367
$2K ﹤0.01%
47
-9
1368
$1K ﹤0.01%
+37
1369
$1K ﹤0.01%
+59
1370
$1K ﹤0.01%
+17
1371
$1K ﹤0.01%
36
-5
1372
$1K ﹤0.01%
231
+179
1373
$1K ﹤0.01%
115
+18
1374
$1K ﹤0.01%
+8
1375
$1K ﹤0.01%
30
-17
53 54
55
56 57