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
626
$7.86K ﹤0.01%
258
627
$7.84K ﹤0.01%
154
628
$7.72K ﹤0.01%
76
-24
629
$7.6K ﹤0.01%
267
630
$7.52K ﹤0.01%
+544
631
$7.5K ﹤0.01%
135
-1,880
632
$7.5K ﹤0.01%
100
633
$7.49K ﹤0.01%
100
634
$7.44K ﹤0.01%
+97
635
$7.44K ﹤0.01%
4
636
$7.44K ﹤0.01%
98
+90
637
$7.3K ﹤0.01%
95
-15
638
$7.12K ﹤0.01%
306
+131
639
$7.12K ﹤0.01%
575
640
$7.11K ﹤0.01%
+579
641
$7.11K ﹤0.01%
45
642
$6.89K ﹤0.01%
216
643
$6.84K ﹤0.01%
123
-38
644
$6.78K ﹤0.01%
229
+140
645
$6.7K ﹤0.01%
104
646
$6.68K ﹤0.01%
70
647
$6.6K ﹤0.01%
349
-139
648
$6.55K ﹤0.01%
283
649
$6.53K ﹤0.01%
200
-2,768
650
$6.44K ﹤0.01%
82
24 25
26
27 28