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
751
$4.14K ﹤0.01%
134
752
$4.14K ﹤0.01%
60
753
$4.12K ﹤0.01%
+110
754
$4.11K ﹤0.01%
31
755
$4.05K ﹤0.01%
106
756
$4.05K ﹤0.01%
62
757
$4.04K ﹤0.01%
32
758
$4.04K ﹤0.01%
81
+40
759
$4K ﹤0.01%
89
+36
760
$3.98K ﹤0.01%
+66
761
$3.95K ﹤0.01%
100
762
$3.94K ﹤0.01%
8
763
$3.92K ﹤0.01%
42
-98
764
$3.91K ﹤0.01%
832
765
$3.89K ﹤0.01%
63
766
$3.85K ﹤0.01%
107
767
$3.85K ﹤0.01%
20
768
$3.81K ﹤0.01%
100
769
$3.8K ﹤0.01%
+33
770
$3.8K ﹤0.01%
139
-760
771
$3.77K ﹤0.01%
92
772
$3.77K ﹤0.01%
34
773
$3.73K ﹤0.01%
104
-8,294
774
$3.73K ﹤0.01%
326
775
$3.69K ﹤0.01%
36
29 30
31
32 33