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
501
$22.5K ﹤0.01%
3,081
502
$21.6K ﹤0.01%
534
-96
503
$21.5K ﹤0.01%
136
+66
504
$21.5K ﹤0.01%
1,107
-25,442
505
$21.2K ﹤0.01%
81
506
$21.1K ﹤0.01%
1,000
507
$20.9K ﹤0.01%
2,000
508
$20.8K ﹤0.01%
367
509
$20.5K ﹤0.01%
181
+70
510
$20.2K ﹤0.01%
888
511
$20.2K ﹤0.01%
634
+167
512
$19.3K ﹤0.01%
216
+64
513
$19.1K ﹤0.01%
695
514
$19K ﹤0.01%
150
515
$18.9K ﹤0.01%
73
516
$18.6K ﹤0.01%
200
517
$18.3K ﹤0.01%
610
-150
518
$18.3K ﹤0.01%
313
519
$18.2K ﹤0.01%
125
-5
520
$17.7K ﹤0.01%
500
521
$17.7K ﹤0.01%
524
-32,729
522
$17.6K ﹤0.01%
277
523
$17.2K ﹤0.01%
150
+15
524
$17.2K ﹤0.01%
149
525
$17K ﹤0.01%
267
+159
19 20
21
22 23