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
1876
– –
-673
1877
$0 ﹤0.01%
+31
1878
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-1
1879
$0 ﹤0.01%
5
1880
$0 ﹤0.01%
+8
1881
– –
-30
1882
$0 ﹤0.01%
+4
1883
– –
-31
1884
– –
0
1885
– –
-25
1886
$0 ﹤0.01%
17
1887
$0 ﹤0.01%
+88
1888
– –
-28
1889
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-16
1890
$0 ﹤0.01%
55
-141
1891
– –
-13
1892
– –
-32
1893
$0 ﹤0.01%
21
1894
$0 ﹤0.01%
3
-9
1895
$0 ﹤0.01%
85
-256
1896
$0 ﹤0.01%
+6
1897
– –
-15
1898
– –
-82
1899
– –
-1,500
1900
– –
-14
74 75
76
77 78