We are live on ! Find out more
MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$12.7M
2
+$12.2M
3
+$5.9M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.08M
5
VZ icon
Verizon
VZ
+$3.81M

Top Sells

1
+$18.8M
2
+$2.31M
3
+$2.29M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.25M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.05M

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
976
– –
-297
977
– –
-63
978
– –
-119
979
– –
-18,075
980
– –
-8,106
981
– –
-58
982
– –
-105
983
– –
-31
984
– –
-1,883
985
– –
-21
986
– –
-109
987
– –
-172
988
– –
-22
989
– –
-57
990
– –
-1,834
991
– –
-43
992
– –
-1,150
993
– –
-17
994
– –
-24
995
– –
-20
996
– –
-49
997
– –
-111
998
– –
-110
999
– –
-39
1000
– –
-14
38 39
40
41 42