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
801
$859 ﹤0.01%
1
802
$840 ﹤0.01%
+160
803
$799 ﹤0.01%
30
804
$764 ﹤0.01%
51
805
$723 ﹤0.01%
83
806
$583 ﹤0.01%
45
807
$579 ﹤0.01%
22
808
$546 ﹤0.01%
14
809
$546 ﹤0.01%
155
810
$517 ﹤0.01%
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811
$501 ﹤0.01%
+29
812
$463 ﹤0.01%
9
813
$463 ﹤0.01%
18
+9
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$436 ﹤0.01%
10
815
$436 ﹤0.01%
28
816
$375 ﹤0.01%
9
817
$217 ﹤0.01%
3
-59
818
$197 ﹤0.01%
2
-5
819
$195 ﹤0.01%
6
-457
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$191 ﹤0.01%
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821
$189 ﹤0.01%
12
822
$162 ﹤0.01%
2
-52
823
$140 ﹤0.01%
10
824
$140 ﹤0.01%
+94
825
$122 ﹤0.01%
2
-227
31 32
33
34 35