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
1601
$1K ﹤0.01%
+3
1602
$1K ﹤0.01%
28
1603
$1K ﹤0.01%
22
-29
1604
$1K ﹤0.01%
+26
1605
$1K ﹤0.01%
105
-370
1606
$1K ﹤0.01%
148
-180
1607
$1K ﹤0.01%
+20
1608
$1K ﹤0.01%
+26
1609
– –
-325
1610
– –
-212
1611
– –
-22
1612
– –
-14
1613
– –
-2,153
1614
– –
-14
1615
$0 ﹤0.01%
+9
1616
$0 ﹤0.01%
28
-5,509
1617
– –
-579
1618
$0 ﹤0.01%
5
1619
– –
-1
1620
– –
-43
1621
– –
-167
1622
$0 ﹤0.01%
+83
1623
– –
-9
1624
– –
-24
1625
$0 ﹤0.01%
3
-45
63 64
65
66 67