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
576
$10.9K ﹤0.01%
64
+41
577
$10.8K ﹤0.01%
200
-91
578
$10.7K ﹤0.01%
500
579
$10.7K ﹤0.01%
309
580
$10.6K ﹤0.01%
105
-27
581
$10.5K ﹤0.01%
146
582
$10.3K ﹤0.01%
200
583
$10.2K ﹤0.01%
100
+65
584
$10.2K ﹤0.01%
300
585
$10.2K ﹤0.01%
372
586
$10.1K ﹤0.01%
85
-50
587
$10.1K ﹤0.01%
294
-251
588
$10K ﹤0.01%
350
589
$10K ﹤0.01%
+70
590
$9.98K ﹤0.01%
50
-25
591
$9.98K ﹤0.01%
100
592
$9.94K ﹤0.01%
100
593
$9.9K ﹤0.01%
750
594
$9.79K ﹤0.01%
128
595
$9.58K ﹤0.01%
500
596
$9.57K ﹤0.01%
339
597
$9.53K ﹤0.01%
739
+50
598
$9.52K ﹤0.01%
154
+120
599
$9.48K ﹤0.01%
618
+142
600
$9.47K ﹤0.01%
100
22 23
24
25 26