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
$1.17B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$4.33M
3
+$3.55M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.45M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.19M

Top Sells

1
+$6.8M
2
+$4.08M
3
+$2.75M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.71M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.61M

Sector Composition

1 Financials 10.46%
2 Technology 10.02%
3 Healthcare 9.2%
4 Consumer Discretionary 8.64%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.6K ﹤0.01%
28
777
$2.6K ﹤0.01%
22
778
$2.58K ﹤0.01%
21
779
$2.57K ﹤0.01%
+59
780
$2.55K ﹤0.01%
+22
781
$2.53K ﹤0.01%
+22
782
$2.52K ﹤0.01%
102
783
$2.52K ﹤0.01%
+64
784
$2.5K ﹤0.01%
832
785
$2.5K ﹤0.01%
89
786
$2.5K ﹤0.01%
40
787
$2.5K ﹤0.01%
+47
788
$2.49K ﹤0.01%
4
789
$2.49K ﹤0.01%
+22
790
$2.49K ﹤0.01%
62
791
$2.49K ﹤0.01%
70
792
$2.49K ﹤0.01%
25
793
$2.47K ﹤0.01%
83
794
$2.47K ﹤0.01%
25
795
$2.44K ﹤0.01%
+63
796
$2.42K ﹤0.01%
84
797
$2.4K ﹤0.01%
250
798
$2.4K ﹤0.01%
86
-8,842
799
$2.39K ﹤0.01%
162
-68
800
$2.39K ﹤0.01%
40
+8
30 31
32
33 34