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
– –
-2,153
1702
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+9
1703
$0 ﹤0.01%
28
-5,509
1704
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1705
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5
1706
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-1
1707
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-43
1708
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1709
$0 ﹤0.01%
+83
1710
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-9
1711
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1712
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3
-45
1713
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1714
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10
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1715
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1716
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1
1717
– –
-203
1718
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0
1719
– –
-16
1720
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-36
1721
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1722
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1723
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1724
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-13
1725
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-105
67 68
69
70 71