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
$1.39B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.6M
3
+$5.99M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.09M
5
VZ icon
Verizon
VZ
+$3.98M

Top Sells

1
+$19.5M
2
+$2.4M
3
+$2.36M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.27M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.18M

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
101
$3.71M 0.27%
35,656
-580
102
$3.65M 0.26%
22,197
-2,761
103
$3.61M 0.26%
28,364
+10,197
104
$3.58M 0.26%
29,837
+3,646
105
$3.56M 0.26%
38,677
+14,624
106
$3.55M 0.26%
+70,436
107
$3.53M 0.25%
41,666
+8,117
108
$3.46M 0.25%
73,916
-137
109
$3.4M 0.25%
59,453
+4,731
110
$3.39M 0.24%
67,061
+1,816
111
$3.38M 0.24%
102,431
+4,936
112
$3.38M 0.24%
24,128
+12,546
113
$3.37M 0.24%
36,214
+3,086
114
$3.37M 0.24%
26,338
+2,249
115
$3.33M 0.24%
14,075
+291
116
$3.27M 0.24%
13,206
+714
117
$3.18M 0.23%
87,780
+5,035
118
$3.07M 0.22%
52,842
+4,488
119
$3.06M 0.22%
40,876
+9,319
120
$3.06M 0.22%
57,081
+3,359
121
$3.02M 0.22%
66,407
+4,438
122
$2.97M 0.21%
53,598
+2,435
123
$2.94M 0.21%
10,242
+569
124
$2.92M 0.21%
13,882
+412
125
$2.89M 0.21%
15,193
+257
3 4
5
6 7