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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
1701
$0 ﹤0.01%
+6
1702
$0 ﹤0.01%
18
-21
1703
$0 ﹤0.01%
+10
1704
$0 ﹤0.01%
+4
1705
$0 ﹤0.01%
8
-146
1706
$0 ﹤0.01%
+41
1707
– –
-95
1708
– –
-56
1709
$0 ﹤0.01%
7
-11
1710
$0 ﹤0.01%
15
-46
1711
– –
-81
1712
– –
-144
1713
– –
-51
1714
– –
-85
1715
– –
-30
1716
– –
-7
1717
$0 ﹤0.01%
22
-9
1718
– –
-17
1719
– –
-104
1720
– –
-1,488
1721
$0 ﹤0.01%
+4
1722
$0 ﹤0.01%
+47
1723
– –
-94
1724
$0 ﹤0.01%
25
1725
$0 ﹤0.01%
27
-36
67 68
69
70 71