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
$1.25B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,191
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$2.82M
3
+$2.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.22M
5
ZION icon
Zions Bancorporation
ZION
+$1.97M

Top Sells

1
+$2.52M
2
+$2.07M
3
+$1.93M
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
1101
– –
-991
1102
– –
-10
1103
– –
-41
1104
– –
-654
1105
– –
-49
1106
– –
-53
1107
– –
-14
1108
– –
-178
1109
– –
-50
1110
– –
-90
1111
– –
0
1112
– –
0
1113
– –
-2
1114
– –
-714
1115
– –
-356
1116
– –
-193
1117
– –
-22
1118
– –
-3,200
1119
– –
-1,090
1120
– –
-80
1121
– –
-4
1122
– –
-58
1123
– –
-26
1124
– –
-387
1125
– –
-20
43 44
45
46 47