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
1376
$1K ﹤0.01%
+14
1377
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+60
1378
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+15
1379
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16
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+8
1381
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+32
1382
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89
-1,059
1383
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+28
1384
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+8
1385
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59
1386
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31
-7
1387
$1K ﹤0.01%
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1388
$1K ﹤0.01%
+59
1389
$1K ﹤0.01%
+33
1390
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+50
1391
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+45
1392
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16
1393
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11
1394
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+29
1395
$1K ﹤0.01%
+34
1396
$1K ﹤0.01%
100
1397
$1K ﹤0.01%
+78
1398
$1K ﹤0.01%
7
-13
1399
$1K ﹤0.01%
13
-26
1400
$1K ﹤0.01%
16
-11
54 55
56
57 58