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
826
$27.1K ﹤0.01%
2,024
+55
827
$27K ﹤0.01%
1,559
-250
828
$26.9K ﹤0.01%
587
829
$26.8K ﹤0.01%
910
-228
830
$26.3K ﹤0.01%
278
-99
831
$26.3K ﹤0.01%
374
+56
832
$26.2K ﹤0.01%
549
-3,147
833
$26.2K ﹤0.01%
163
+42
834
$26.2K ﹤0.01%
1,916
+1,422
835
$26.1K ﹤0.01%
+207
836
$26K ﹤0.01%
297
-8
837
$26K ﹤0.01%
4,449
+44
838
$25.7K ﹤0.01%
923
-85
839
$25.7K ﹤0.01%
228
+50
840
$25.4K ﹤0.01%
353
+7
841
$25.3K ﹤0.01%
437
+18
842
$25.2K ﹤0.01%
1,784
+145
843
$25.2K ﹤0.01%
114
+35
844
$25.1K ﹤0.01%
1,333
845
$25K ﹤0.01%
229
+35
846
$24.7K ﹤0.01%
127
+9
847
$24.7K ﹤0.01%
75
-20
848
$24.6K ﹤0.01%
341
+75
849
$24.5K ﹤0.01%
500
850
$24.4K ﹤0.01%
410
+73
32 33
34
35 36