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
526
$16.8K ﹤0.01%
195
527
$16.8K ﹤0.01%
202
528
$16.7K ﹤0.01%
200
+80
529
$16.7K ﹤0.01%
117
530
$16.5K ﹤0.01%
680
+150
531
$16.4K ﹤0.01%
155
+42
532
$16.4K ﹤0.01%
124
533
$16.2K ﹤0.01%
658
534
$16.1K ﹤0.01%
170
535
$15.9K ﹤0.01%
350
536
$15.8K ﹤0.01%
144
537
$15.7K ﹤0.01%
183
+31
538
$15.4K ﹤0.01%
1,236
539
$15.3K ﹤0.01%
250
540
$15.1K ﹤0.01%
667
+451
541
$15K ﹤0.01%
222
542
$14.9K ﹤0.01%
+534
543
$14.9K ﹤0.01%
325
+40
544
$14.6K ﹤0.01%
661
545
$14.5K ﹤0.01%
675
546
$14.4K ﹤0.01%
+1,215
547
$14.4K ﹤0.01%
507
548
$14.4K ﹤0.01%
152
549
$14.4K ﹤0.01%
90
-315
550
$14.3K ﹤0.01%
1,333