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
701
$4.27K ﹤0.01%
377
702
$4.27K ﹤0.01%
50
703
$4.24K ﹤0.01%
37
704
$4.15K ﹤0.01%
65
-1,004
705
$4.13K ﹤0.01%
37
-19
706
$4.05K ﹤0.01%
+200
707
$4.04K ﹤0.01%
159
708
$4.04K ﹤0.01%
+85
709
$4K ﹤0.01%
259
+33
710
$3.98K ﹤0.01%
100
711
$3.97K ﹤0.01%
85
712
$3.9K ﹤0.01%
63
713
$3.88K ﹤0.01%
56
714
$3.81K ﹤0.01%
+100
715
$3.77K ﹤0.01%
51
716
$3.77K ﹤0.01%
277
717
$3.74K ﹤0.01%
500
718
$3.73K ﹤0.01%
73
719
$3.72K ﹤0.01%
22
720
$3.71K ﹤0.01%
+100
721
$3.62K ﹤0.01%
120
-65
722
$3.58K ﹤0.01%
+100
723
$3.55K ﹤0.01%
136
724
$3.55K ﹤0.01%
80
-285
725
$3.43K ﹤0.01%
+138
27 28
29
30 31