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
476
$29K ﹤0.01%
670
-456
477
$28.9K ﹤0.01%
350
478
$28.8K ﹤0.01%
1,955
-3,036
479
$28.6K ﹤0.01%
303
-221
480
$28.2K ﹤0.01%
325
481
$28.2K ﹤0.01%
376
-576
482
$27.5K ﹤0.01%
116
483
$27.4K ﹤0.01%
640
-39
484
$27.3K ﹤0.01%
71
485
$25.5K ﹤0.01%
255
486
$25.2K ﹤0.01%
285
+88
487
$25.2K ﹤0.01%
+705
488
$24.9K ﹤0.01%
82
-6
489
$24.3K ﹤0.01%
260
+100
490
$24.1K ﹤0.01%
1,200
-82
491
$24.1K ﹤0.01%
660
+76
492
$23.7K ﹤0.01%
1,258
493
$23.6K ﹤0.01%
169
494
$23.6K ﹤0.01%
130
-47
495
$23.4K ﹤0.01%
450
-30
496
$22.9K ﹤0.01%
+306
497
$22.9K ﹤0.01%
700
498
$22.8K ﹤0.01%
1,128
499
$22.7K ﹤0.01%
936
500
$22.6K ﹤0.01%
289
-49
18 19
20
21 22