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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
1901
– –
-171
1902
$0 ﹤0.01%
26
-3
1903
– –
-164
1904
$0 ﹤0.01%
+13
1905
– –
-92
1906
– –
-26
1907
$0 ﹤0.01%
8
-29
1908
– –
-76
1909
$0 ﹤0.01%
+9
1910
– –
-121
1911
$0 ﹤0.01%
+22
1912
– –
0
1913
$0 ﹤0.01%
10
1914
– –
-70
1915
– –
-60
1916
– –
-59
1917
– –
-168
1918
$0 ﹤0.01%
+53
1919
– –
-1
1920
$0 ﹤0.01%
38
-104
1921
– –
-138
1922
– –
-76
1923
– –
-603
1924
$0 ﹤0.01%
17
-3
1925
– –
-32
74 75 76
77
78