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
601
$9.38K ﹤0.01%
+1,369
602
$9.3K ﹤0.01%
311
-10,595
603
$9.27K ﹤0.01%
101
604
$9.19K ﹤0.01%
245
605
$9.05K ﹤0.01%
202
606
$8.99K ﹤0.01%
44
+15
607
$8.92K ﹤0.01%
312
608
$8.82K ﹤0.01%
323
609
$8.8K ﹤0.01%
83
+52
610
$8.77K ﹤0.01%
119
+81
611
$8.77K ﹤0.01%
343
612
$8.57K ﹤0.01%
131
-6,983
613
$8.54K ﹤0.01%
85
+67
614
$8.47K ﹤0.01%
78
615
$8.37K ﹤0.01%
362
+50
616
$8.34K ﹤0.01%
216
617
$8.2K ﹤0.01%
+121
618
$8.13K ﹤0.01%
225
619
$8.12K ﹤0.01%
200
620
$8.06K ﹤0.01%
325
621
$8.03K ﹤0.01%
167
-18
622
$8.03K ﹤0.01%
+152
623
$7.97K ﹤0.01%
66
+18
624
$7.97K ﹤0.01%
570
625
$7.96K ﹤0.01%
111
23 24
25
26 27