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
701
$5.49K ﹤0.01%
165
702
$5.44K ﹤0.01%
6
703
$5.4K ﹤0.01%
162
+78
704
$5.39K ﹤0.01%
41
+33
705
$5.39K ﹤0.01%
245
706
$5.37K ﹤0.01%
275
+158
707
$5.35K ﹤0.01%
+50
708
$5.32K ﹤0.01%
165
709
$5.32K ﹤0.01%
42
+20
710
$5.27K ﹤0.01%
218
711
$5.25K ﹤0.01%
43
712
$5.21K ﹤0.01%
150
713
$5.18K ﹤0.01%
+15
714
$5.17K ﹤0.01%
55
715
$5.13K ﹤0.01%
118
716
$5.13K ﹤0.01%
50
717
$5.05K ﹤0.01%
47
-18
718
$5.02K ﹤0.01%
100
719
$4.93K ﹤0.01%
+80
720
$4.92K ﹤0.01%
112
721
$4.9K ﹤0.01%
62
+12
722
$4.87K ﹤0.01%
61
-6,264
723
$4.86K ﹤0.01%
+54
724
$4.86K ﹤0.01%
75
-75
725
$4.85K ﹤0.01%
177
27 28
29
30 31