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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
1601
$1K ﹤0.01%
+11
1602
$1K ﹤0.01%
+27
1603
$1K ﹤0.01%
+65
1604
$1K ﹤0.01%
57
-91
1605
$1K ﹤0.01%
+40
1606
$1K ﹤0.01%
50
-2
1607
$1K ﹤0.01%
+61
1608
$0 ﹤0.01%
+13
1609
– –
-25
1610
– –
-25
1611
– –
-61
1612
$0 ﹤0.01%
+18
1613
– –
-4
1614
$0 ﹤0.01%
+11
1615
$0 ﹤0.01%
+22
1616
– –
-35
1617
$0 ﹤0.01%
51
-77
1618
– –
-36
1619
– –
-87
1620
– –
-231
1621
– –
-121
1622
– –
-70
1623
– –
-7
1624
– –
-673
1625
$0 ﹤0.01%
+31
63 64
65
66 67