MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
1826
$0 ﹤0.01%
36
-45
1827
– –
-95
1828
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-42
1829
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-112
1830
– –
-62
1831
– –
-44
1832
$0 ﹤0.01%
50
1833
$0 ﹤0.01%
10
1834
– –
-48
1835
$0 ﹤0.01%
29
+9
1836
– –
0
1837
– –
-20
1838
$0 ﹤0.01%
17
-9
1839
– –
-57
1840
– –
-66
1841
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-8
1842
– –
-35
1843
– –
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1844
– –
-28
1845
$0 ﹤0.01%
+4
1846
$0 ﹤0.01%
11
-14
1847
– –
-180
1848
– –
-407
1849
– –
-2,206
1850
– –
-150
72 73
74
75 76