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
$1.25B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,191
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$2.68M
3
+$2.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.07M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Top Sells

1
+$2.41M
2
+$1.98M
3
+$1.89M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.85M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$1.84M

Sector Composition

1 Financials 10.9%
2 Technology 10.28%
3 Consumer Discretionary 8.09%
4 Healthcare 7.62%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$31.9K ﹤0.01%
427
452
$31.9K ﹤0.01%
1,200
+425
453
$31.7K ﹤0.01%
728
+28
454
$31.6K ﹤0.01%
1,000
455
$31.3K ﹤0.01%
238
456
$31.2K ﹤0.01%
1,040
-73
457
$30.7K ﹤0.01%
454
458
$30.1K ﹤0.01%
289
459
$29.9K ﹤0.01%
979
-7
460
$29.6K ﹤0.01%
255
461
$29.6K ﹤0.01%
166
462
$29.2K ﹤0.01%
451
463
$29.1K ﹤0.01%
171
+146
464
$28.9K ﹤0.01%
2,666
465
$28.8K ﹤0.01%
1,353
-270
466
$28.8K ﹤0.01%
325
467
$27.5K ﹤0.01%
550
-160
468
$26.8K ﹤0.01%
573
469
$26.5K ﹤0.01%
1,258
470
$26.1K ﹤0.01%
193
471
$26K ﹤0.01%
480
472
$25.9K ﹤0.01%
1,128
473
$25.9K ﹤0.01%
150
474
$25.8K ﹤0.01%
632
475
$25.2K ﹤0.01%
888
17 18
19
20 21