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
851
$24.3K ﹤0.01%
271
-71
852
$24.2K ﹤0.01%
265
-79
853
$24.2K ﹤0.01%
537
+162
854
$23.9K ﹤0.01%
1,394
855
$23.7K ﹤0.01%
303
+9
856
$23.7K ﹤0.01%
224
+18
857
$23.7K ﹤0.01%
308
+13
858
$23.6K ﹤0.01%
174
+41
859
$23.5K ﹤0.01%
360
+24
860
$23.4K ﹤0.01%
70
+1
861
$23.3K ﹤0.01%
392
862
$23.3K ﹤0.01%
176
+51
863
$23.2K ﹤0.01%
47
+7
864
$23.1K ﹤0.01%
269
+52
865
$23K ﹤0.01%
457
-470
866
$22.9K ﹤0.01%
275
-5,016
867
$22.8K ﹤0.01%
38
+7
868
$22.7K ﹤0.01%
1,214
+14
869
$22.5K ﹤0.01%
846
+57
870
$22.3K ﹤0.01%
84
+2
871
$22.2K ﹤0.01%
126
-3
872
$22.2K ﹤0.01%
1,048
-46
873
$22.2K ﹤0.01%
768
-11
874
$22.1K ﹤0.01%
356
+65
875
$22.1K ﹤0.01%
1,257
+11
33 34
35
36 37