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
1176
$8.59K ﹤0.01%
270
1177
$8.59K ﹤0.01%
180
+23
1178
$8.52K ﹤0.01%
115
-21
1179
$8.5K ﹤0.01%
78
1180
$8.39K ﹤0.01%
+625
1181
$8.38K ﹤0.01%
158
-168
1182
$8.38K ﹤0.01%
343
-695
1183
$8.36K ﹤0.01%
64
+9
1184
$8.32K ﹤0.01%
105
+17
1185
$8.32K ﹤0.01%
218
-14
1186
$8.21K ﹤0.01%
252
-23
1187
$8.16K ﹤0.01%
161
+39
1188
$8.15K ﹤0.01%
40
+19
1189
$8.08K ﹤0.01%
100
1190
$8.07K ﹤0.01%
223
1191
$8.07K ﹤0.01%
254
+13
1192
$8.06K ﹤0.01%
346
1193
$8.02K ﹤0.01%
225
1194
$8.01K ﹤0.01%
114
-51
1195
$8K ﹤0.01%
200
1196
$7.95K ﹤0.01%
77
-25
1197
$7.94K ﹤0.01%
25
-8
1198
$7.92K ﹤0.01%
731
+61
1199
$7.91K ﹤0.01%
44
-2
1200
$7.9K ﹤0.01%
60
-10
46 47
48
49 50