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
476
$25.2K ﹤0.01%
154
-79
477
$24.6K ﹤0.01%
998
478
$24.3K ﹤0.01%
1,553
479
$24.2K ﹤0.01%
650
+183
480
$23.5K ﹤0.01%
163
+29
481
$23.1K ﹤0.01%
116
482
$22.5K ﹤0.01%
250
-50
483
$22.5K ﹤0.01%
1,000
484
$22.3K ﹤0.01%
+2,000
485
$22.3K ﹤0.01%
182
+33
486
$22K ﹤0.01%
369
487
$22K ﹤0.01%
133
+33
488
$21.8K ﹤0.01%
313
489
$21.7K ﹤0.01%
198
490
$21.5K ﹤0.01%
398
491
$21.5K ﹤0.01%
426
492
$21.2K ﹤0.01%
665
493
$20.7K ﹤0.01%
164
+9
494
$20.6K ﹤0.01%
147
+37
495
$20.4K ﹤0.01%
+2,000
496
$20.2K ﹤0.01%
380
497
$19.8K ﹤0.01%
206
498
$19.7K ﹤0.01%
1,140
-1,390
499
$19.7K ﹤0.01%
179
500
$19.6K ﹤0.01%
200
-100
18 19
20
21 22