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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
1551
$1K ﹤0.01%
+9
1552
$1K ﹤0.01%
30
-3
1553
$1K ﹤0.01%
+64
1554
$1K ﹤0.01%
125
1555
$1K ﹤0.01%
+21
1556
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1557
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46
-91
1558
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6
1559
$1K ﹤0.01%
+26
1560
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1561
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+26
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$1K ﹤0.01%
105
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1564
$1K ﹤0.01%
30
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1565
$1K ﹤0.01%
129
1566
$1K ﹤0.01%
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1567
$1K ﹤0.01%
+26
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42
1569
$1K ﹤0.01%
+36
1570
$1K ﹤0.01%
+76
1571
$1K ﹤0.01%
90
-19
1572
$1K ﹤0.01%
9
-154
1573
$1K ﹤0.01%
6
1574
$1K ﹤0.01%
41
-82
1575
$1K ﹤0.01%
+69
61 62
63
64 65