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
976
$1.12K ﹤0.01%
83
977
$1.11K ﹤0.01%
+15
978
$1.11K ﹤0.01%
+33
979
$1.1K ﹤0.01%
+33
980
$1.1K ﹤0.01%
+18
981
$1.1K ﹤0.01%
+11
982
$1.1K ﹤0.01%
7
983
$1.09K ﹤0.01%
+23
984
$1.09K ﹤0.01%
+21
985
$1.09K ﹤0.01%
7
986
$1.09K ﹤0.01%
+9
987
$1.08K ﹤0.01%
+64
988
$1.08K ﹤0.01%
30
-89
989
$1.07K ﹤0.01%
+21
990
$1.04K ﹤0.01%
14
-7,091
991
$1.04K ﹤0.01%
+9
992
$1.04K ﹤0.01%
24
-23
993
$1.02K ﹤0.01%
+60
994
$1.02K ﹤0.01%
+48
995
$1.01K ﹤0.01%
+24
996
$1.01K ﹤0.01%
18
-19
997
$1K ﹤0.01%
+10
998
$1K ﹤0.01%
+17
999
$980 ﹤0.01%
32
-112
1000
$947 ﹤0.01%
+21
38 39
40
41 42