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
1426
$1K ﹤0.01%
41
+20
1427
$1K ﹤0.01%
30
-70
1428
$1K ﹤0.01%
48
-17
1429
$1K ﹤0.01%
27
1430
$1K ﹤0.01%
12
-108
1431
$1K ﹤0.01%
9
-12
1432
$1K ﹤0.01%
+30
1433
$1K ﹤0.01%
+135
1434
$1K ﹤0.01%
7
-19
1435
$1K ﹤0.01%
+16
1436
$1K ﹤0.01%
51
+2
1437
$1K ﹤0.01%
+16
1438
$1K ﹤0.01%
19
1439
$1K ﹤0.01%
28
1440
$1K ﹤0.01%
21
-27
1441
$1K ﹤0.01%
27
1442
$1K ﹤0.01%
7
-16
1443
$1K ﹤0.01%
6
-29
1444
$1K ﹤0.01%
33
1445
$1K ﹤0.01%
+17
1446
$1K ﹤0.01%
+26
1447
$1K ﹤0.01%
+10
1448
$1K ﹤0.01%
35
-9
1449
$1K ﹤0.01%
42
1450
$1K ﹤0.01%
+36
56 57
58
59 60