MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
+7.39%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$2.35B
AUM Growth
+$228M
(+11%)
Cap. Flow
+$82.9M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
27.09%
Holding
1,365
New
210
Increased
530
Reduced
223
Closed
126
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$10.3M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
+$4.5M |
| 3 |
Microsoft
MSFT
|
+$3.81M |
| 4 |
Apple
AAPL
|
+$3.13M |
| 5 |
Amazon
AMZN
|
+$2.64M |
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
+$9.92M |
| 2 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$2.57M |
| 3 |
AT&T
T
|
+$2.3M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$2.07M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.05M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 10.94% |
| 3 | Healthcare | 8.96% |
| 4 | Consumer Discretionary | 8.48% |
| 5 | Industrials | 6.89% |
