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
951
$16.9K ﹤0.01%
777
+19
952
$16.8K ﹤0.01%
120
+3
953
$16.8K ﹤0.01%
302
-111
954
$16.8K ﹤0.01%
116
-17
955
$16.7K ﹤0.01%
162
-9
956
$16.7K ﹤0.01%
41
-22
957
$16.6K ﹤0.01%
366
+10
958
$16.6K ﹤0.01%
101
+18
959
$16.6K ﹤0.01%
70
+12
960
$16.5K ﹤0.01%
92
+34
961
$16.4K ﹤0.01%
+90
962
$16.4K ﹤0.01%
1,055
+66
963
$16.2K ﹤0.01%
628
+474
964
$16.2K ﹤0.01%
920
+569
965
$16.2K ﹤0.01%
185
+40
966
$16.2K ﹤0.01%
230
-377
967
$16.1K ﹤0.01%
232
968
$16.1K ﹤0.01%
96
+87
969
$16.1K ﹤0.01%
81
+9
970
$16.1K ﹤0.01%
1,155
+26
971
$16K ﹤0.01%
279
-12
972
$16K ﹤0.01%
90
+23
973
$15.8K ﹤0.01%
450
+7
974
$15.8K ﹤0.01%
534
975
$15.7K ﹤0.01%
146
-9
37 38
39
40 41