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
1601
$1K ﹤0.01%
+32
1602
$1K ﹤0.01%
89
-1,059
1603
$1K ﹤0.01%
+28
1604
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+8
1605
$1K ﹤0.01%
59
1606
$1K ﹤0.01%
31
-7
1607
$1K ﹤0.01%
+64
1608
– –
-144
1609
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-51
1610
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-85
1611
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-30
1612
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-7
1613
$0 ﹤0.01%
22
-9
1614
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1615
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1616
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-1,488
1617
$0 ﹤0.01%
+4
1618
$0 ﹤0.01%
+47
1619
– –
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1620
$0 ﹤0.01%
25
1621
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27
-36
1622
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-986
1623
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-12
1624
$0 ﹤0.01%
14
-154
1625
– –
-44
63 64
65
66 67