MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,320
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$3.92M
3
+$3.53M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.58M
5
SLB icon
SLB Ltd
SLB
+$2.58M

Top Sells

1
+$9.8M
2
+$6.11M
3
+$4.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.05M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.15M

Sector Composition

1 Technology 21.29%
2 Financials 9.89%
3 Consumer Discretionary 8.39%
4 Healthcare 8.34%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$88.3K ﹤0.01%
852
-64
552
$88.1K ﹤0.01%
299
-3
553
$87.6K ﹤0.01%
1,345
+461
554
$87K ﹤0.01%
203
+19
555
$86.9K ﹤0.01%
482
+21
556
$86.3K ﹤0.01%
1,795
-97
557
$86.2K ﹤0.01%
42
+1
558
$85.8K ﹤0.01%
249
-1
559
$85K ﹤0.01%
2,613
-1,866
560
$83.1K ﹤0.01%
510
+75
561
$83K ﹤0.01%
922
+117
562
$83K ﹤0.01%
1,634
-836
563
$82.7K ﹤0.01%
1,345
+51
564
$82.3K ﹤0.01%
649
-252
565
$81.7K ﹤0.01%
981
-1,255
566
$80.7K ﹤0.01%
594
-53
567
$80K ﹤0.01%
2,108
-436
568
$79K ﹤0.01%
712
+165
569
$79K ﹤0.01%
2,719
-6
570
$78.7K ﹤0.01%
2,105
+106
571
$78.3K ﹤0.01%
2,350
+442
572
$77.4K ﹤0.01%
2,441
-937
573
$77.2K ﹤0.01%
930
+30
574
$76.1K ﹤0.01%
821
+103
575
$75.5K ﹤0.01%
2,283
+913
21 22
23
24 25