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
676
$45.6K ﹤0.01%
1,569
677
$45.5K ﹤0.01%
1,026
-367
678
$45.3K ﹤0.01%
563
+117
679
$45.3K ﹤0.01%
183
+13
680
$45.1K ﹤0.01%
120
+11
681
$44.9K ﹤0.01%
950
+173
682
$44.8K ﹤0.01%
121
+3
683
$44.7K ﹤0.01%
74
+6
684
$44.6K ﹤0.01%
668
-125
685
$44.5K ﹤0.01%
2,662
-254
686
$44.5K ﹤0.01%
336
-343
687
$44.5K ﹤0.01%
464
+333
688
$44.3K ﹤0.01%
1,171
+57
689
$44.1K ﹤0.01%
+2,011
690
$44.1K ﹤0.01%
770
691
$43.6K ﹤0.01%
398
+35
692
$43.6K ﹤0.01%
360
+50
693
$43.5K ﹤0.01%
378
694
$43.1K ﹤0.01%
374
-138
695
$42.9K ﹤0.01%
611
-16
696
$42.8K ﹤0.01%
357
-74
697
$42.8K ﹤0.01%
289
+20
698
$42.4K ﹤0.01%
2,688
+22
699
$42.4K ﹤0.01%
384
+60
700
$42.1K ﹤0.01%
191
-11
26 27
28
29 30