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
1376
$5.08K ﹤0.01%
78
-4
1377
$5.05K ﹤0.01%
322
+6
1378
$5.05K ﹤0.01%
143
-39
1379
$5.04K ﹤0.01%
70
+15
1380
$5K ﹤0.01%
318
+56
1381
$5K ﹤0.01%
563
-434
1382
$4.99K ﹤0.01%
218
-20
1383
$4.98K ﹤0.01%
190
-13
1384
$4.97K ﹤0.01%
189
1385
$4.92K ﹤0.01%
246
+220
1386
$4.91K ﹤0.01%
228
+28
1387
$4.89K ﹤0.01%
53
1388
$4.88K ﹤0.01%
21
1389
$4.88K ﹤0.01%
17
-21
1390
$4.88K ﹤0.01%
+47
1391
$4.88K ﹤0.01%
664
1392
$4.87K ﹤0.01%
245
1393
$4.84K ﹤0.01%
77
-1
1394
$4.84K ﹤0.01%
118
+34
1395
$4.84K ﹤0.01%
125
-10
1396
$4.79K ﹤0.01%
325
+100
1397
$4.78K ﹤0.01%
159
+92
1398
$4.77K ﹤0.01%
59
+12
1399
$4.76K ﹤0.01%
49
1400
$4.76K ﹤0.01%
237
54 55
56
57 58