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
776
$33K ﹤0.01%
4,320
+3,087
777
$33K ﹤0.01%
336
-405
778
$32.9K ﹤0.01%
242
+80
779
$32.5K ﹤0.01%
1,184
+129
780
$32.4K ﹤0.01%
568
-69
781
$32.3K ﹤0.01%
657
+436
782
$32.2K ﹤0.01%
713
+113
783
$32.1K ﹤0.01%
920
+28
784
$31.9K ﹤0.01%
1,197
+46
785
$31.9K ﹤0.01%
239
786
$31.8K ﹤0.01%
206
-60
787
$31.8K ﹤0.01%
510
-1,950
788
$31.7K ﹤0.01%
152
-56
789
$31.7K ﹤0.01%
580
-23
790
$31.6K ﹤0.01%
247
+29
791
$31.4K ﹤0.01%
189
+8
792
$31.3K ﹤0.01%
288
+191
793
$31.2K ﹤0.01%
2,222
+529
794
$31.1K ﹤0.01%
3,773
-235
795
$31.1K ﹤0.01%
374
+12
796
$30.9K ﹤0.01%
614
+59
797
$30.8K ﹤0.01%
5,670
-118
798
$30.5K ﹤0.01%
529
799
$30.4K ﹤0.01%
161
+19
800
$30.4K ﹤0.01%
+1,180
30 31
32
33 34