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
901
$1.67K ﹤0.01%
11
902
$1.65K ﹤0.01%
100
903
$1.64K ﹤0.01%
+37
904
$1.64K ﹤0.01%
+18
905
$1.63K ﹤0.01%
52
906
$1.62K ﹤0.01%
103
907
$1.61K ﹤0.01%
+20
908
$1.6K ﹤0.01%
277
909
$1.59K ﹤0.01%
49
910
$1.58K ﹤0.01%
28
911
$1.58K ﹤0.01%
36
912
$1.57K ﹤0.01%
27
913
$1.56K ﹤0.01%
33
914
$1.56K ﹤0.01%
+82
915
$1.54K ﹤0.01%
74
+48
916
$1.54K ﹤0.01%
81
917
$1.54K ﹤0.01%
23
918
$1.53K ﹤0.01%
+29
919
$1.5K ﹤0.01%
+24
920
$1.48K ﹤0.01%
+15
921
$1.47K ﹤0.01%
18
-32
922
$1.47K ﹤0.01%
+48
923
$1.47K ﹤0.01%
+53
924
$1.47K ﹤0.01%
+16
925
$1.46K ﹤0.01%
+82
35 36
37
38 39