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
551
$14.1K ﹤0.01%
1,333
552
$14.1K ﹤0.01%
680
+90
553
$14K ﹤0.01%
325
554
$13.8K ﹤0.01%
155
-50
555
$13.6K ﹤0.01%
87
+75
556
$13.4K ﹤0.01%
245
557
$13.3K ﹤0.01%
115
558
$13.1K ﹤0.01%
500
559
$13.1K ﹤0.01%
282
-110
560
$12.6K ﹤0.01%
750
-750
561
$12.6K ﹤0.01%
350
562
$12.5K ﹤0.01%
145
563
$12.4K ﹤0.01%
100
-303
564
$12.3K ﹤0.01%
95
565
$12.3K ﹤0.01%
+200
566
$12.3K ﹤0.01%
550
567
$12K ﹤0.01%
334
568
$11.9K ﹤0.01%
219
569
$11.8K ﹤0.01%
325
570
$11.7K ﹤0.01%
139
571
$11.7K ﹤0.01%
248
572
$11.4K ﹤0.01%
104
+19
573
$11.3K ﹤0.01%
177
+70
574
$11.2K ﹤0.01%
790
+300
575
$11.1K ﹤0.01%
404
21 22
23
24 25