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
801
$2.99K ﹤0.01%
47
802
$2.98K ﹤0.01%
65
+19
803
$2.97K ﹤0.01%
84
+25
804
$2.88K ﹤0.01%
104
-896
805
$2.86K ﹤0.01%
70
806
$2.86K ﹤0.01%
+15
807
$2.85K ﹤0.01%
44
-5
808
$2.78K ﹤0.01%
+34
809
$2.76K ﹤0.01%
+64
810
$2.68K ﹤0.01%
32
+13
811
$2.67K ﹤0.01%
+56
812
$2.67K ﹤0.01%
+36
813
$2.66K ﹤0.01%
34
814
$2.65K ﹤0.01%
+47
815
$2.64K ﹤0.01%
300
816
$2.62K ﹤0.01%
+49
817
$2.62K ﹤0.01%
73
818
$2.62K ﹤0.01%
+70
819
$2.6K ﹤0.01%
+72
820
$2.59K ﹤0.01%
83
821
$2.58K ﹤0.01%
+24
822
$2.57K ﹤0.01%
155
823
$2.57K ﹤0.01%
250
824
$2.56K ﹤0.01%
+68
825
$2.56K ﹤0.01%
70
-60
31 32
33
34 35