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
776
$1.74K ﹤0.01%
8,700
777
$1.73K ﹤0.01%
+66
778
$1.73K ﹤0.01%
126
+106
779
$1.59K ﹤0.01%
49
780
$1.58K ﹤0.01%
132
781
$1.58K ﹤0.01%
+565
782
$1.49K ﹤0.01%
277
783
$1.43K ﹤0.01%
20
784
$1.42K ﹤0.01%
20
785
$1.39K ﹤0.01%
64
786
$1.36K ﹤0.01%
55
787
$1.35K ﹤0.01%
21
+2
788
$1.29K ﹤0.01%
+77
789
$1.21K ﹤0.01%
410
790
$1.2K ﹤0.01%
45
791
$1.16K ﹤0.01%
+24
792
$1.14K ﹤0.01%
4
793
$1.13K ﹤0.01%
9
794
$1.04K ﹤0.01%
11
795
$1.03K ﹤0.01%
36
+30
796
$1.02K ﹤0.01%
195
+14
797
$994 ﹤0.01%
+25
798
$950 ﹤0.01%
18
799
$917 ﹤0.01%
+21
800
$899 ﹤0.01%
15
-1
30 31
32
33 34