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
651
$6.43K ﹤0.01%
34
652
$6.41K ﹤0.01%
3,486
653
$6.38K ﹤0.01%
135
+66
654
$6.36K ﹤0.01%
75
655
$6.33K ﹤0.01%
574
656
$6.27K ﹤0.01%
44
657
$6.24K ﹤0.01%
329
-169
658
$6.18K ﹤0.01%
250
659
$6.13K ﹤0.01%
35
660
$6K ﹤0.01%
70
-85
661
$5.96K ﹤0.01%
75
662
$5.87K ﹤0.01%
+28
663
$5.86K ﹤0.01%
100
664
$5.83K ﹤0.01%
375
665
$5.82K ﹤0.01%
165
666
$5.76K ﹤0.01%
63
667
$5.73K ﹤0.01%
51
-20
668
$5.71K ﹤0.01%
30
669
$5.69K ﹤0.01%
111
670
$5.6K ﹤0.01%
+200
671
$5.6K ﹤0.01%
156
672
$5.59K ﹤0.01%
934
-133
673
$5.55K ﹤0.01%
+100
674
$5.41K ﹤0.01%
434
675
$5.3K ﹤0.01%
60
25 26
27
28 29