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
351
$176K 0.01%
8,355
-55
352
$176K 0.01%
3,681
-705
353
$173K 0.01%
880
-23
354
$167K 0.01%
1,781
-13
355
$165K 0.01%
2,255
+611
356
$162K 0.01%
1,461
-665
357
$162K 0.01%
1,730
358
$159K 0.01%
13,879
-2,095
359
$155K 0.01%
+3,796
360
$152K 0.01%
2,589
+714
361
$148K 0.01%
548
-5,985
362
$146K 0.01%
2,203
-830
363
$137K 0.01%
+1,500
364
$135K 0.01%
2,276
365
$131K 0.01%
1,765
366
$128K 0.01%
814
+150
367
$122K 0.01%
1,847
+411
368
$121K 0.01%
931
+209
369
$120K 0.01%
12,000
370
$119K 0.01%
3,434
-43
371
$117K 0.01%
2,128
-92
372
$116K 0.01%
2,125
373
$115K 0.01%
2,575
374
$115K 0.01%
1,365
-1,000
375
$114K 0.01%
6,465
+2,200
13 14
15
16 17