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
401
$68.1K ﹤0.01%
3,530
-5,600
402
$67.7K ﹤0.01%
190
+96
403
$67.7K ﹤0.01%
4,600
404
$67.4K ﹤0.01%
+5,044
405
$65.8K ﹤0.01%
850
406
$65.5K ﹤0.01%
806
-206
407
$65.2K ﹤0.01%
1,800
-1,450
408
$63.8K ﹤0.01%
397
+130
409
$62.5K ﹤0.01%
+9,616
410
$62.1K ﹤0.01%
+577
411
$61.6K ﹤0.01%
779
+328
412
$61.3K ﹤0.01%
+5,066
413
$60.7K ﹤0.01%
+4,018
414
$58.3K ﹤0.01%
+4,889
415
$58.3K ﹤0.01%
1,127
416
$57.1K ﹤0.01%
570
-55
417
$57.1K ﹤0.01%
220
-3,159
418
$56.7K ﹤0.01%
655
-300
419
$56.6K ﹤0.01%
353
420
$56.4K ﹤0.01%
832
421
$53.9K ﹤0.01%
1,200
422
$52.4K ﹤0.01%
1,595
423
$52K ﹤0.01%
1,750
-1,500
424
$50K ﹤0.01%
410
425
$49.7K ﹤0.01%
745
+78
15 16
17
18 19