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
$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
651
$52.5K ﹤0.01%
1,515
+126
652
$52.2K ﹤0.01%
306
+2
653
$52K ﹤0.01%
996
+409
654
$51.9K ﹤0.01%
+1,564
655
$51K ﹤0.01%
160
-35
656
$50.9K ﹤0.01%
2,035
+46
657
$50.4K ﹤0.01%
309
+2
658
$50.4K ﹤0.01%
129
+11
659
$50.3K ﹤0.01%
668
+48
660
$50.1K ﹤0.01%
1,063
+29
661
$49.7K ﹤0.01%
258
-2
662
$49.5K ﹤0.01%
5,527
+2,719
663
$49.3K ﹤0.01%
391
+39
664
$48.7K ﹤0.01%
1,038
-26
665
$48.6K ﹤0.01%
1,243
-136
666
$48.3K ﹤0.01%
+150
667
$48.2K ﹤0.01%
477
+46
668
$47.8K ﹤0.01%
664
-624
669
$47.5K ﹤0.01%
263
-91
670
$47.4K ﹤0.01%
340
-492
671
$46.9K ﹤0.01%
234
-531
672
$46.6K ﹤0.01%
555
-13
673
$46.5K ﹤0.01%
591
+95
674
$46.2K ﹤0.01%
94
+22
675
$46K ﹤0.01%
1,121
+513
25 26
27
28 29