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
1251
$6.97K ﹤0.01%
35
+16
1252
$6.96K ﹤0.01%
209
-170
1253
$6.95K ﹤0.01%
35
1254
$6.89K ﹤0.01%
+34
1255
$6.88K ﹤0.01%
618
+148
1256
$6.87K ﹤0.01%
102
+13
1257
$6.87K ﹤0.01%
295
1258
$6.86K ﹤0.01%
467
+456
1259
$6.83K ﹤0.01%
29
+5
1260
$6.8K ﹤0.01%
95
+9
1261
$6.76K ﹤0.01%
133
+34
1262
$6.76K ﹤0.01%
294
+10
1263
$6.75K ﹤0.01%
91
-67
1264
$6.74K ﹤0.01%
100
+18
1265
$6.7K ﹤0.01%
360
+27
1266
$6.66K ﹤0.01%
76
+55
1267
$6.63K ﹤0.01%
61
-67
1268
$6.58K ﹤0.01%
153
+45
1269
$6.57K ﹤0.01%
140
+28
1270
$6.57K ﹤0.01%
58
+32
1271
$6.57K ﹤0.01%
122
+83
1272
$6.54K ﹤0.01%
100
+2
1273
$6.53K ﹤0.01%
210
+41
1274
$6.51K ﹤0.01%
50
1275
$6.51K ﹤0.01%
75
49 50
51
52 53