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
751
$2.72K ﹤0.01%
62
752
$2.68K ﹤0.01%
75
753
$2.67K ﹤0.01%
398
-7
754
$2.64K ﹤0.01%
66
755
$2.63K ﹤0.01%
63
756
$2.61K ﹤0.01%
86
757
$2.58K ﹤0.01%
+138
758
$2.58K ﹤0.01%
78
-510
759
$2.56K ﹤0.01%
34
-54
760
$2.56K ﹤0.01%
250
761
$2.48K ﹤0.01%
83
762
$2.47K ﹤0.01%
123
763
$2.32K ﹤0.01%
20
764
$2.3K ﹤0.01%
100
765
$2.21K ﹤0.01%
120
766
$2.17K ﹤0.01%
275
767
$2.17K ﹤0.01%
832
768
$2.08K ﹤0.01%
100
769
$1.97K ﹤0.01%
+38
770
$1.93K ﹤0.01%
18
-16
771
$1.92K ﹤0.01%
300
772
$1.79K ﹤0.01%
39
-51
773
$1.78K ﹤0.01%
+137
774
$1.78K ﹤0.01%
113
-49
775
$1.78K ﹤0.01%
+300
29 30
31
32 33