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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
1801
$0 ﹤0.01%
+1
1802
$0 ﹤0.01%
3
-9
1803
$0 ﹤0.01%
3
-18
1804
$0 ﹤0.01%
22
1805
$0 ﹤0.01%
+17
1806
– –
-9
1807
– –
-5,104
1808
– –
-70
1809
– –
0
1810
– –
-45
1811
– –
-114
1812
– –
-4
1813
$0 ﹤0.01%
+1
1814
– –
-98
1815
– –
-20
1816
– –
-148
1817
$0 ﹤0.01%
3
-20
1818
– –
-872
1819
– –
-325
1820
– –
-212
1821
– –
-22
1822
– –
-14
1823
– –
-2,153
1824
– –
-14
1825
$0 ﹤0.01%
+9
71 72
73
74 75