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
+$8.69M
2
+$3.85M
3
+$3.36M
4
SLB icon
SLB Ltd
SLB
+$2.74M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.55M

Top Sells

1
+$9.72M
2
+$5.89M
3
+$4.33M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.16M

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
1326
$5.69K ﹤0.01%
1,009
+82
1327
$5.68K ﹤0.01%
417
1328
$5.68K ﹤0.01%
303
+249
1329
$5.68K ﹤0.01%
54
+21
1330
$5.67K ﹤0.01%
55
-1
1331
$5.66K ﹤0.01%
27
+5
1332
$5.65K ﹤0.01%
284
+13
1333
$5.64K ﹤0.01%
180
+3
1334
$5.63K ﹤0.01%
152
1335
$5.58K ﹤0.01%
114
+10
1336
$5.58K ﹤0.01%
323
-45,577
1337
$5.58K ﹤0.01%
96
+5
1338
$5.58K ﹤0.01%
157
+6
1339
$5.54K ﹤0.01%
93
+21
1340
$5.52K ﹤0.01%
42
+16
1341
$5.51K ﹤0.01%
48
-2
1342
$5.5K ﹤0.01%
85
1343
$5.5K ﹤0.01%
108
-57
1344
$5.47K ﹤0.01%
127
+20
1345
$5.44K ﹤0.01%
33
+19
1346
$5.43K ﹤0.01%
113
+5
1347
$5.41K ﹤0.01%
82
1348
$5.41K ﹤0.01%
97
+47
1349
$5.41K ﹤0.01%
251
1350
$5.39K ﹤0.01%
398
+373
52 53
54
55 56