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
1051
$12.8K ﹤0.01%
285
1052
$12.8K ﹤0.01%
122
-339
1053
$12.7K ﹤0.01%
98
1054
$12.7K ﹤0.01%
291
+2
1055
$12.7K ﹤0.01%
147
-5
1056
$12.7K ﹤0.01%
993
-112
1057
$12.7K ﹤0.01%
202
1058
$12.7K ﹤0.01%
272
+38
1059
$12.6K ﹤0.01%
239
+24
1060
$12.6K ﹤0.01%
118
1061
$12.6K ﹤0.01%
122
-122
1062
$12.5K ﹤0.01%
393
1063
$12.5K ﹤0.01%
676
+619
1064
$12.3K ﹤0.01%
378
+21
1065
$12.3K ﹤0.01%
138
+20
1066
$12.3K ﹤0.01%
67
+23
1067
$12.2K ﹤0.01%
84
+2
1068
$12.2K ﹤0.01%
290
-45
1069
$12.2K ﹤0.01%
63
-33
1070
$12.2K ﹤0.01%
1,307
+107
1071
$12.2K ﹤0.01%
201
+42
1072
$12.2K ﹤0.01%
98
+16
1073
$12.2K ﹤0.01%
162
1074
$12.1K ﹤0.01%
1,452
1075
$12.1K ﹤0.01%
111
-22
41 42
43
44 45