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
$1.39B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.6M
3
+$5.99M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.09M
5
VZ icon
Verizon
VZ
+$3.98M

Top Sells

1
+$19.5M
2
+$2.4M
3
+$2.36M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.27M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.18M

Sector Composition

1 Technology 10.5%
2 Financials 9.68%
3 Consumer Discretionary 8.59%
4 Healthcare 8.42%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$548K 0.04%
25,303
-922
252
$539K 0.04%
28,922
+28,208
253
$539K 0.04%
47,496
254
$537K 0.04%
17,200
-625,922
255
$533K 0.04%
+7,682
256
$527K 0.04%
10,655
+701
257
$525K 0.04%
18,911
-53,680
258
$524K 0.04%
24,560
+24,266
259
$520K 0.04%
5,643
-1,944
260
$520K 0.04%
5,882
-1,603
261
$510K 0.04%
17,227
+1,336
262
$504K 0.04%
11,820
+6,570
263
$502K 0.04%
17,678
+14
264
$498K 0.04%
+16,346
265
$496K 0.04%
+18,714
266
$494K 0.04%
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267
$494K 0.04%
19,119
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268
$494K 0.04%
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269
$487K 0.04%
7,549
-137
270
$482K 0.03%
+4,377
271
$479K 0.03%
12,723
+1,521
272
$474K 0.03%
4,190
-35
273
$469K 0.03%
2,937
-268
274
$468K 0.03%
7,792
-2,279
275
$463K 0.03%
5,404
-195
9 10
11
12 13