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
+$8.82M
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%
12
1602
$1K ﹤0.01%
13
1603
$1K ﹤0.01%
+14
1604
$1K ﹤0.01%
+60
1605
$1K ﹤0.01%
+15
1606
$1K ﹤0.01%
16
-11
1607
$1K ﹤0.01%
+8
1608
$1K ﹤0.01%
+32
1609
– –
-32
1610
– –
0
1611
– –
-73
1612
– –
-22
1613
$0 ﹤0.01%
13
1614
– –
-24
1615
– –
-25
1616
– –
-140
1617
– –
-19
1618
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-96
1619
$0 ﹤0.01%
8
-4
1620
$0 ﹤0.01%
41
-12
1621
$0 ﹤0.01%
8
-6
1622
– –
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1623
– –
-46
1624
$0 ﹤0.01%
12
+11
1625
– –
-104
63 64
65
66 67