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
951
$1.29K ﹤0.01%
3
-4
952
$1.29K ﹤0.01%
11
953
$1.29K ﹤0.01%
+28
954
$1.28K ﹤0.01%
33
955
$1.28K ﹤0.01%
55
956
$1.25K ﹤0.01%
+25
957
$1.24K ﹤0.01%
+39
958
$1.24K ﹤0.01%
19
959
$1.22K ﹤0.01%
35
-13
960
$1.21K ﹤0.01%
+24
961
$1.21K ﹤0.01%
+25
962
$1.19K ﹤0.01%
13
963
$1.18K ﹤0.01%
11
964
$1.18K ﹤0.01%
+34
965
$1.18K ﹤0.01%
+32
966
$1.17K ﹤0.01%
+36
967
$1.16K ﹤0.01%
9
968
$1.16K ﹤0.01%
+21
969
$1.16K ﹤0.01%
+2
970
$1.16K ﹤0.01%
45
971
$1.15K ﹤0.01%
146
972
$1.14K ﹤0.01%
+20
973
$1.14K ﹤0.01%
9
974
$1.13K ﹤0.01%
+16
975
$1.12K ﹤0.01%
29
37 38
39
40 41