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
676
$5.29K ﹤0.01%
100
677
$5.19K ﹤0.01%
409
678
$5.08K ﹤0.01%
+150
679
$5.07K ﹤0.01%
+40
680
$5.06K ﹤0.01%
+40
681
$5.03K ﹤0.01%
259
+33
682
$4.99K ﹤0.01%
72
683
$4.88K ﹤0.01%
+101
684
$4.86K ﹤0.01%
14
685
$4.83K ﹤0.01%
263
686
$4.82K ﹤0.01%
36
687
$4.78K ﹤0.01%
108
688
$4.77K ﹤0.01%
181
689
$4.76K ﹤0.01%
200
690
$4.74K ﹤0.01%
374
691
$4.72K ﹤0.01%
+265
692
$4.67K ﹤0.01%
242
693
$4.61K ﹤0.01%
60
694
$4.61K ﹤0.01%
100
695
$4.51K ﹤0.01%
60
696
$4.38K ﹤0.01%
79
697
$4.36K ﹤0.01%
179
-53
698
$4.35K ﹤0.01%
+35
699
$4.34K ﹤0.01%
+100
700
$4.28K ﹤0.01%
196
26 27
28
29 30