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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
1001
– –
-175
1002
– –
-24
1003
– –
-20
1004
– –
-65
1005
– –
-968
1006
– –
0
1007
– –
-34
1008
– –
-126
1009
– –
-49
1010
– –
-54
1011
– –
-108
1012
– –
-45
1013
– –
-200
1014
– –
-112
1015
– –
-77
1016
– –
-500
1017
– –
-15,116
1018
– –
-106
1019
– –
-25
1020
– –
-6,215
1021
– –
-3,980
1022
– –
-90
1023
– –
-15
1024
– –
-100
1025
– –
-73
39 40
41
42 43