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
126
$2.81M 0.2%
58,449
+3,606
127
$2.69M 0.19%
118,852
-17,670
128
$2.67M 0.19%
20,718
+6,200
129
$2.67M 0.19%
14,770
+632
130
$2.59M 0.19%
25,766
+1,652
131
$2.55M 0.18%
47,410
-30,420
132
$2.52M 0.18%
56,235
+3,001
133
$2.5M 0.18%
24,020
+845
134
$2.5M 0.18%
54,429
+229
135
$2.47M 0.18%
10,044
+710
136
$2.47M 0.18%
84,235
+10,254
137
$2.45M 0.18%
47,026
-1,028
138
$2.41M 0.17%
30,348
-552
139
$2.38M 0.17%
16,415
+7,954
140
$2.3M 0.17%
12,516
+1,664
141
$2.22M 0.16%
47,230
-4,365
142
$2.22M 0.16%
18,989
+117
143
$2.17M 0.16%
11,303
+1,803
144
$2.13M 0.15%
26,848
+7,133
145
$2.11M 0.15%
35,208
+4,910
146
$2.06M 0.15%
35,145
+8,923
147
$2.05M 0.15%
117,009
-9,644
148
$1.98M 0.14%
+30,377
149
$1.98M 0.14%
+37,426
150
$1.88M 0.14%
26,144
+2,079
4 5
6
7 8