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
+$8.87M
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
1501
$1K ﹤0.01%
30
1502
$1K ﹤0.01%
+45
1503
$1K ﹤0.01%
+43
1504
$1K ﹤0.01%
17
-19
1505
$1K ﹤0.01%
+46
1506
$1K ﹤0.01%
33
1507
$1K ﹤0.01%
22
1508
$1K ﹤0.01%
+5
1509
$1K ﹤0.01%
22
1510
$1K ﹤0.01%
33
-22
1511
$1K ﹤0.01%
10
-56
1512
$1K ﹤0.01%
23
1513
$1K ﹤0.01%
18
1514
$1K ﹤0.01%
26
-11
1515
$1K ﹤0.01%
+49
1516
$1K ﹤0.01%
+21
1517
$1K ﹤0.01%
+21
1518
$1K ﹤0.01%
48
-39
1519
$1K ﹤0.01%
60
1520
$1K ﹤0.01%
+18
1521
$1K ﹤0.01%
35
1522
$1K ﹤0.01%
31
1523
$1K ﹤0.01%
12
-41
1524
$1K ﹤0.01%
46
-16
1525
$1K ﹤0.01%
+20
59 60
61
62 63