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
426
$48.4K ﹤0.01%
578
-350
427
$47.5K ﹤0.01%
1,700
428
$46.6K ﹤0.01%
2,520
429
$46K ﹤0.01%
2,800
430
$45.5K ﹤0.01%
1,233
-367
431
$45.5K ﹤0.01%
2,832
432
$44.9K ﹤0.01%
377
433
$44.1K ﹤0.01%
1,800
434
$43.8K ﹤0.01%
249
+27
435
$43.5K ﹤0.01%
500
+400
436
$43.1K ﹤0.01%
+1,795
437
$42.1K ﹤0.01%
400
438
$41.9K ﹤0.01%
3,350
439
$41.5K ﹤0.01%
583
440
$41.5K ﹤0.01%
528
441
$41.2K ﹤0.01%
1,000
442
$41K ﹤0.01%
1,200
443
$41K ﹤0.01%
168
+34
444
$40.6K ﹤0.01%
514
+169
445
$40.2K ﹤0.01%
2,803
446
$40K ﹤0.01%
1,041
447
$39.9K ﹤0.01%
1,613
+913
448
$39.9K ﹤0.01%
150
449
$39.5K ﹤0.01%
935
450
$39K ﹤0.01%
550
-250
16 17
18
19 20