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
876
$1.94K ﹤0.01%
+20
877
$1.93K ﹤0.01%
92
878
$1.92K ﹤0.01%
89
879
$1.91K ﹤0.01%
+28
880
$1.88K ﹤0.01%
21
-39
881
$1.88K ﹤0.01%
43
882
$1.88K ﹤0.01%
119
883
$1.86K ﹤0.01%
17
884
$1.83K ﹤0.01%
11
885
$1.82K ﹤0.01%
+19
886
$1.82K ﹤0.01%
21
887
$1.81K ﹤0.01%
48
888
$1.81K ﹤0.01%
12
889
$1.8K ﹤0.01%
27
890
$1.79K ﹤0.01%
18
891
$1.79K ﹤0.01%
120
892
$1.79K ﹤0.01%
75
893
$1.78K ﹤0.01%
+22
894
$1.76K ﹤0.01%
+30
895
$1.74K ﹤0.01%
+33
896
$1.74K ﹤0.01%
34
897
$1.72K ﹤0.01%
20
898
$1.71K ﹤0.01%
+48
899
$1.7K ﹤0.01%
+55
900
$1.68K ﹤0.01%
49
34 35
36
37 38