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
551
$14.2K ﹤0.01%
426
552
$14.2K ﹤0.01%
367
553
$13.9K ﹤0.01%
1,905
554
$13.8K ﹤0.01%
223
+17
555
$13.8K ﹤0.01%
1,092
556
$13.7K ﹤0.01%
109
557
$13.6K ﹤0.01%
475
558
$13.6K ﹤0.01%
160
+61
559
$13.6K ﹤0.01%
160
-100
560
$13.5K ﹤0.01%
643
+148
561
$13.5K ﹤0.01%
115
562
$13.4K ﹤0.01%
276
-582
563
$13.1K ﹤0.01%
48
564
$13.1K ﹤0.01%
513
565
$13K ﹤0.01%
145
566
$12.9K ﹤0.01%
431
567
$12.8K ﹤0.01%
+284
568
$12.6K ﹤0.01%
471
+432
569
$12.6K ﹤0.01%
135
+20
570
$12.4K ﹤0.01%
104
571
$12.4K ﹤0.01%
125
572
$12.4K ﹤0.01%
233
+88
573
$12.2K ﹤0.01%
208
+158
574
$12.2K ﹤0.01%
704
575
$12.1K ﹤0.01%
+500
21 22
23
24 25