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
1301
$6.08K ﹤0.01%
49
+8
1302
$6.06K ﹤0.01%
19
+10
1303
$6.04K ﹤0.01%
69
+51
1304
$6K ﹤0.01%
34
+4
1305
$5.99K ﹤0.01%
529
+292
1306
$5.97K ﹤0.01%
46
1307
$5.91K ﹤0.01%
147
-55
1308
$5.9K ﹤0.01%
80
+23
1309
$5.89K ﹤0.01%
35
+16
1310
$5.89K ﹤0.01%
65
1311
$5.87K ﹤0.01%
33
-9
1312
$5.86K ﹤0.01%
181
-453
1313
$5.82K ﹤0.01%
208
-82
1314
$5.82K ﹤0.01%
194
+46
1315
$5.82K ﹤0.01%
474
1316
$5.82K ﹤0.01%
90
+8
1317
$5.8K ﹤0.01%
59
+10
1318
$5.78K ﹤0.01%
105
-4
1319
$5.76K ﹤0.01%
841
1320
$5.76K ﹤0.01%
423
-119
1321
$5.76K ﹤0.01%
55
+10
1322
$5.75K ﹤0.01%
150
+125
1323
$5.73K ﹤0.01%
980
+187
1324
$5.7K ﹤0.01%
139
+17
1325
$5.7K ﹤0.01%
43
+7
51 52
53
54 55