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
451
$37.6K ﹤0.01%
2,666
452
$37.1K ﹤0.01%
1,888
-800
453
$37K ﹤0.01%
150
454
$36.1K ﹤0.01%
1,043
455
$35.9K ﹤0.01%
262
-148
456
$35.6K ﹤0.01%
400
-49
457
$35.6K ﹤0.01%
687
+250
458
$35.3K ﹤0.01%
5,000
-120
459
$34.5K ﹤0.01%
+1,228
460
$34.4K ﹤0.01%
1,721
+1,269
461
$33.9K ﹤0.01%
716
+166
462
$33.6K ﹤0.01%
670
463
$32.8K ﹤0.01%
998
464
$32.7K ﹤0.01%
1,755
-150
465
$32.4K ﹤0.01%
402
-154
466
$32.1K ﹤0.01%
167
467
$32K ﹤0.01%
1,000
468
$31.3K ﹤0.01%
425
-300
469
$30.9K ﹤0.01%
1,203
+218
470
$30.7K ﹤0.01%
156
+50
471
$30.6K ﹤0.01%
370
+35
472
$30.6K ﹤0.01%
550
473
$30.2K ﹤0.01%
561
-504
474
$29.7K ﹤0.01%
361
-36
475
$29.5K ﹤0.01%
+2,192
17 18
19
20 21