We are live on ! Find out more
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
1726
– –
-986
1727
– –
-12
1728
$0 ﹤0.01%
14
-154
1729
– –
-44
1730
– –
-12
1731
– –
-1
1732
– –
-40
1733
– –
-12
1734
– –
-3
1735
– –
-47
1736
– –
-48
1737
– –
-58
1738
$0 ﹤0.01%
+35
1739
$0 ﹤0.01%
14
-177
1740
$0 ﹤0.01%
+5
1741
$0 ﹤0.01%
13
-53
1742
– –
-3
1743
– –
-6
1744
– –
-56
1745
– –
-127
1746
– –
-22
1747
– –
-105
1748
– –
-367
1749
$0 ﹤0.01%
+53
1750
$0 ﹤0.01%
1,300
68 69
70
71 72