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
526
$16.9K ﹤0.01%
675
527
$16.6K ﹤0.01%
110
528
$16.2K ﹤0.01%
+125
529
$16.1K ﹤0.01%
951
-30
530
$16K ﹤0.01%
+65
531
$16K ﹤0.01%
109
532
$16K ﹤0.01%
210
-21
533
$15.6K ﹤0.01%
226
-78
534
$15.5K ﹤0.01%
1,236
535
$15.4K ﹤0.01%
34
+28
536
$15.3K ﹤0.01%
137
537
$15.2K ﹤0.01%
202
538
$15.1K ﹤0.01%
247
539
$15K ﹤0.01%
+1,119
540
$15K ﹤0.01%
67
541
$15K ﹤0.01%
333
542
$14.9K ﹤0.01%
280
+200
543
$14.6K ﹤0.01%
1,215
544
$14.6K ﹤0.01%
162
545
$14.5K ﹤0.01%
386
546
$14.5K ﹤0.01%
112
+15
547
$14.4K ﹤0.01%
1,092
548
$14.2K ﹤0.01%
266
549
$14.1K ﹤0.01%
480
550
$14.1K ﹤0.01%
710
+90
20 21
22
23 24