MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
+2.03%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$1.25B
AUM Growth
+$44.2M
(+3.7%)
Cap. Flow
+$27.4M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
30.84%
Holding
1,191
New
191
Increased
328
Reduced
205
Closed
65
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$8.91M |
| 2 |
Southern First Bancshares
SFST
|
+$2.68M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$2.66M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.07M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.91M |
Top Sells
| 1 |
Franklin Resources
BEN
|
+$2.41M |
| 2 |
CELG
Celgene Corp
CELG
|
+$1.98M |
| 3 |
Honeywell
HON
|
+$1.89M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.85M |
| 5 |
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% |
