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
1101
$11.1K ﹤0.01%
142
+8
1102
$11.1K ﹤0.01%
81
1103
$11.1K ﹤0.01%
172
+9
1104
$11K ﹤0.01%
182
1105
$11K ﹤0.01%
980
-531
1106
$11K ﹤0.01%
200
-6
1107
$11K ﹤0.01%
338
1108
$10.9K ﹤0.01%
81
-5
1109
$10.7K ﹤0.01%
47
+11
1110
$10.7K ﹤0.01%
168
+37
1111
$10.6K ﹤0.01%
376
-62
1112
$10.6K ﹤0.01%
405
1113
$10.6K ﹤0.01%
114
+27
1114
$10.6K ﹤0.01%
132
+55
1115
$10.5K ﹤0.01%
478
-56
1116
$10.5K ﹤0.01%
522
1117
$10.5K ﹤0.01%
85
1118
$10.5K ﹤0.01%
238
1119
$10.4K ﹤0.01%
172
+4
1120
$10.4K ﹤0.01%
342
+101
1121
$10.4K ﹤0.01%
235
+1
1122
$10.4K ﹤0.01%
99
-1
1123
$10.3K ﹤0.01%
246
1124
$10.3K ﹤0.01%
308
1125
$10.3K ﹤0.01%
351
+72
43 44
45
46 47