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
976
$15.7K ﹤0.01%
41
-1
977
$15.6K ﹤0.01%
212
+54
978
$15.6K ﹤0.01%
135
+118
979
$15.5K ﹤0.01%
366
-86
980
$15.5K ﹤0.01%
63
981
$15.5K ﹤0.01%
195
+35
982
$15.5K ﹤0.01%
312
+20
983
$15.5K ﹤0.01%
+216
984
$15.4K ﹤0.01%
483
-153
985
$15.4K ﹤0.01%
772
+62
986
$15.4K ﹤0.01%
1,138
+60
987
$15.2K ﹤0.01%
97
+8
988
$15.2K ﹤0.01%
187
+5
989
$15.1K ﹤0.01%
129
990
$15.1K ﹤0.01%
1,461
+1,307
991
$15.1K ﹤0.01%
497
992
$15.1K ﹤0.01%
156
-17
993
$15K ﹤0.01%
453
+54
994
$15K ﹤0.01%
303
-32
995
$15K ﹤0.01%
176
+4
996
$14.9K ﹤0.01%
94
+54
997
$14.8K ﹤0.01%
258
+18
998
$14.8K ﹤0.01%
123
-15
999
$14.7K ﹤0.01%
1,387
-660
1000
$14.6K ﹤0.01%
54
-13
38 39
40
41 42