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
876
$22K ﹤0.01%
697
+15
877
$22K ﹤0.01%
+264
878
$22K ﹤0.01%
620
+206
879
$21.8K ﹤0.01%
1,097
+201
880
$21.8K ﹤0.01%
80
-16
881
$21.7K ﹤0.01%
176
+31
882
$21.6K ﹤0.01%
536
-637
883
$21.5K ﹤0.01%
136
+24
884
$21.4K ﹤0.01%
628
+94
885
$21.4K ﹤0.01%
635
+11
886
$21.3K ﹤0.01%
439
+34
887
$21.3K ﹤0.01%
160
+2
888
$21.2K ﹤0.01%
+300
889
$21.1K ﹤0.01%
161
+41
890
$21.1K ﹤0.01%
528
-344
891
$21.1K ﹤0.01%
465
+15
892
$20.9K ﹤0.01%
108
+1
893
$20.7K ﹤0.01%
512
-129
894
$20.6K ﹤0.01%
533
-207
895
$20.6K ﹤0.01%
123
896
$20.4K ﹤0.01%
380
-12,741
897
$20.4K ﹤0.01%
834
-397
898
$20.2K ﹤0.01%
163
899
$20.2K ﹤0.01%
4,824
900
$20K ﹤0.01%
1,107
-4
34 35
36
37 38