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
726
$3.41K ﹤0.01%
+34
727
$3.36K ﹤0.01%
+150
728
$3.33K ﹤0.01%
240
729
$3.3K ﹤0.01%
+154
730
$3.26K ﹤0.01%
24
+3
731
$3.21K ﹤0.01%
16
732
$3.21K ﹤0.01%
63
733
$3.2K ﹤0.01%
+114
734
$3.2K ﹤0.01%
100
735
$3.18K ﹤0.01%
284
736
$3.17K ﹤0.01%
115
737
$3.17K ﹤0.01%
+100
738
$3.17K ﹤0.01%
7
739
$3.14K ﹤0.01%
+87
740
$3.1K ﹤0.01%
40
-243
741
$3.07K ﹤0.01%
+116
742
$3.06K ﹤0.01%
7
743
$3.03K ﹤0.01%
22
744
$3.01K ﹤0.01%
81
+16
745
$2.99K ﹤0.01%
+17
746
$2.98K ﹤0.01%
150
747
$2.97K ﹤0.01%
84
748
$2.94K ﹤0.01%
86
749
$2.93K ﹤0.01%
+115
750
$2.79K ﹤0.01%
17
-55
28 29
30
31 32