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
1551
$1K ﹤0.01%
23
+1
1552
$1K ﹤0.01%
22
-29
1553
$1K ﹤0.01%
+3
1554
$1K ﹤0.01%
+29
1555
$1K ﹤0.01%
17
1556
$1K ﹤0.01%
102
-29
1557
$1K ﹤0.01%
28
1558
$1K ﹤0.01%
26
-7
1559
$1K ﹤0.01%
5
1560
$1K ﹤0.01%
28
1561
$1K ﹤0.01%
36
-168
1562
$1K ﹤0.01%
21
1563
$1K ﹤0.01%
24
-34
1564
$1K ﹤0.01%
43
-103
1565
$1K ﹤0.01%
17
-162
1566
$1K ﹤0.01%
+345
1567
$1K ﹤0.01%
+11
1568
$1K ﹤0.01%
+27
1569
$1K ﹤0.01%
+65
1570
$1K ﹤0.01%
57
-91
1571
$1K ﹤0.01%
+40
1572
$1K ﹤0.01%
50
-2
1573
$1K ﹤0.01%
+61
1574
$1K ﹤0.01%
+37
1575
$1K ﹤0.01%
+59
61 62
63
64 65