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
901
$19.9K ﹤0.01%
517
+68
902
$19.9K ﹤0.01%
+375
903
$19.6K ﹤0.01%
202
-54
904
$19.6K ﹤0.01%
+750
905
$19.5K ﹤0.01%
94
-22
906
$19.5K ﹤0.01%
76
-23
907
$19.4K ﹤0.01%
58
+3
908
$19.4K ﹤0.01%
131
909
$19.4K ﹤0.01%
328
910
$19.3K ﹤0.01%
268
911
$19.1K ﹤0.01%
312
+56
912
$19K ﹤0.01%
137
+4
913
$19K ﹤0.01%
85
+1
914
$18.9K ﹤0.01%
99
+4
915
$18.9K ﹤0.01%
282
-71
916
$18.8K ﹤0.01%
118
+10
917
$18.8K ﹤0.01%
412
918
$18.8K ﹤0.01%
182
+21
919
$18.7K ﹤0.01%
87
+18
920
$18.7K ﹤0.01%
200
+167
921
$18.4K ﹤0.01%
67
+28
922
$18.4K ﹤0.01%
1,044
-277
923
$18.3K ﹤0.01%
351
+36
924
$18.2K ﹤0.01%
231
+13
925
$18.1K ﹤0.01%
999
35 36
37
38 39