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
1576
$1K ﹤0.01%
62
+48
1577
$1K ﹤0.01%
+11
1578
$1K ﹤0.01%
11
1579
$1K ﹤0.01%
+58
1580
$1K ﹤0.01%
+20
1581
$1K ﹤0.01%
12
+4
1582
$1K ﹤0.01%
+11
1583
$1K ﹤0.01%
+3
1584
$1K ﹤0.01%
28
1585
$1K ﹤0.01%
22
-29
1586
$1K ﹤0.01%
+26
1587
$1K ﹤0.01%
105
-370
1588
$1K ﹤0.01%
30
-36
1589
$1K ﹤0.01%
129
1590
$1K ﹤0.01%
+5
1591
$1K ﹤0.01%
23
-33
1592
$1K ﹤0.01%
+51
1593
$1K ﹤0.01%
15
1594
$1K ﹤0.01%
12
1595
$1K ﹤0.01%
13
1596
$1K ﹤0.01%
+14
1597
$1K ﹤0.01%
+60
1598
$1K ﹤0.01%
+15
1599
$1K ﹤0.01%
16
-11
1600
$1K ﹤0.01%
+8
62 63
64
65 66