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
651
$7.43K ﹤0.01%
128
+74
652
$7.42K ﹤0.01%
106
653
$7.34K ﹤0.01%
208
654
$7.33K ﹤0.01%
25
-152
655
$7.29K ﹤0.01%
179
656
$7.28K ﹤0.01%
153
657
$7.19K ﹤0.01%
273
658
$7.16K ﹤0.01%
+45
659
$7.04K ﹤0.01%
119
+29
660
$7.02K ﹤0.01%
56
+20
661
$7.01K ﹤0.01%
304
+72
662
$6.99K ﹤0.01%
+84
663
$6.84K ﹤0.01%
297
664
$6.82K ﹤0.01%
1,169
+1,067
665
$6.8K ﹤0.01%
40
666
$6.7K ﹤0.01%
231
667
$6.69K ﹤0.01%
172
+80
668
$6.66K ﹤0.01%
30
669
$6.58K ﹤0.01%
29
670
$6.46K ﹤0.01%
122
671
$6.45K ﹤0.01%
185
672
$6.42K ﹤0.01%
100
673
$6.38K ﹤0.01%
100
674
$6.38K ﹤0.01%
375
675
$6.37K ﹤0.01%
+440
25 26
27
28 29