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
1401
$1K ﹤0.01%
11
1402
$1K ﹤0.01%
15
-17
1403
$1K ﹤0.01%
31
1404
$1K ﹤0.01%
+8
1405
$1K ﹤0.01%
42
-175
1406
$1K ﹤0.01%
+66
1407
$1K ﹤0.01%
+50
1408
$1K ﹤0.01%
+52
1409
$1K ﹤0.01%
36
-108
1410
$1K ﹤0.01%
+18
1411
$1K ﹤0.01%
+33
1412
$1K ﹤0.01%
23
-201
1413
$1K ﹤0.01%
38
1414
$1K ﹤0.01%
56
1415
$1K ﹤0.01%
67
1416
$1K ﹤0.01%
+21
1417
$1K ﹤0.01%
+43
1418
$1K ﹤0.01%
64
-83
1419
$1K ﹤0.01%
14
-30
1420
$1K ﹤0.01%
35
1421
$1K ﹤0.01%
126
+66
1422
$1K ﹤0.01%
14
-73
1423
$1K ﹤0.01%
16
1424
$1K ﹤0.01%
18
1425
$1K ﹤0.01%
17
-11
55 56
57
58 59