MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1201
$7.88K ﹤0.01%
238
-22
1202
$7.88K ﹤0.01%
313
+39
1203
$7.84K ﹤0.01%
264
+27
1204
$7.84K ﹤0.01%
101
+38
1205
$7.8K ﹤0.01%
145
1206
$7.75K ﹤0.01%
248
+221
1207
$7.73K ﹤0.01%
484
-84
1208
$7.71K ﹤0.01%
69
1209
$7.68K ﹤0.01%
227
1210
$7.67K ﹤0.01%
51
+21
1211
$7.63K ﹤0.01%
32
+2
1212
$7.61K ﹤0.01%
130
-1,925
1213
$7.59K ﹤0.01%
100
+11
1214
$7.58K ﹤0.01%
79
+19
1215
$7.58K ﹤0.01%
635
+48
1216
$7.54K ﹤0.01%
44
+22
1217
$7.53K ﹤0.01%
444
+362
1218
$7.48K ﹤0.01%
200
+52
1219
$7.47K ﹤0.01%
210
+98
1220
$7.46K ﹤0.01%
67
-40
1221
$7.45K ﹤0.01%
94
-144
1222
$7.45K ﹤0.01%
235
+19
1223
$7.44K ﹤0.01%
50
+8
1224
$7.42K ﹤0.01%
100
-27
1225
$7.39K ﹤0.01%
408
-51
47 48
49
50 51