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
776
$3.69K ﹤0.01%
+124
777
$3.68K ﹤0.01%
47
-50
778
$3.66K ﹤0.01%
105
779
$3.6K ﹤0.01%
36
+28
780
$3.58K ﹤0.01%
+69
781
$3.57K ﹤0.01%
73
782
$3.55K ﹤0.01%
44
+37
783
$3.54K ﹤0.01%
500
784
$3.52K ﹤0.01%
59
-70
785
$3.51K ﹤0.01%
+50
786
$3.5K ﹤0.01%
28
787
$3.47K ﹤0.01%
92
+45
788
$3.46K ﹤0.01%
31
789
$3.38K ﹤0.01%
+152
790
$3.38K ﹤0.01%
25
791
$3.35K ﹤0.01%
117
+64
792
$3.3K ﹤0.01%
+113
793
$3.29K ﹤0.01%
77
+38
794
$3.28K ﹤0.01%
+33
795
$3.26K ﹤0.01%
126
796
$3.2K ﹤0.01%
268
797
$3.19K ﹤0.01%
+81
798
$3.16K ﹤0.01%
54
+25
799
$3.04K ﹤0.01%
+22
800
$3.04K ﹤0.01%
+110
30 31
32
33 34