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
626
$8.79K ﹤0.01%
350
627
$8.71K ﹤0.01%
225
628
$8.59K ﹤0.01%
333
629
$8.42K ﹤0.01%
439
630
$8.41K ﹤0.01%
312
631
$8.38K ﹤0.01%
+750
632
$8.38K ﹤0.01%
202
+26
633
$8.3K ﹤0.01%
289
634
$8.29K ﹤0.01%
128
635
$8.25K ﹤0.01%
36
636
$8.11K ﹤0.01%
100
637
$8.06K ﹤0.01%
+100
638
$8.01K ﹤0.01%
248
639
$7.95K ﹤0.01%
+203
640
$7.91K ﹤0.01%
+192
641
$7.87K ﹤0.01%
160
-93
642
$7.79K ﹤0.01%
183
+136
643
$7.65K ﹤0.01%
170
644
$7.59K ﹤0.01%
325
645
$7.55K ﹤0.01%
79
+42
646
$7.51K ﹤0.01%
574
647
$7.5K ﹤0.01%
55
-127
648
$7.49K ﹤0.01%
+207
649
$7.46K ﹤0.01%
+95
650
$7.46K ﹤0.01%
619
24 25
26
27 28