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
1351
$5.38K ﹤0.01%
62
-42
1352
$5.35K ﹤0.01%
+104
1353
$5.33K ﹤0.01%
+40
1354
$5.33K ﹤0.01%
106
-15
1355
$5.33K ﹤0.01%
+24
1356
$5.32K ﹤0.01%
509
+100
1357
$5.29K ﹤0.01%
206
+10
1358
$5.29K ﹤0.01%
38
-21
1359
$5.28K ﹤0.01%
145
1360
$5.28K ﹤0.01%
29
1361
$5.21K ﹤0.01%
55
+15
1362
$5.19K ﹤0.01%
230
+169
1363
$5.19K ﹤0.01%
+73
1364
$5.19K ﹤0.01%
45
+20
1365
$5.17K ﹤0.01%
29
-39
1366
$5.16K ﹤0.01%
48
+21
1367
$5.15K ﹤0.01%
44
+1
1368
$5.14K ﹤0.01%
190
+8
1369
$5.13K ﹤0.01%
54
+9
1370
$5.12K ﹤0.01%
141
-3
1371
$5.1K ﹤0.01%
66
+9
1372
$5.09K ﹤0.01%
91
1373
$5.09K ﹤0.01%
+17
1374
$5.09K ﹤0.01%
44
1375
$5.08K ﹤0.01%
95
53 54
55
56 57