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
1426
$4.23K ﹤0.01%
137
1427
$4.2K ﹤0.01%
46
+34
1428
$4.19K ﹤0.01%
138
+16
1429
$4.18K ﹤0.01%
96
-26
1430
$4.18K ﹤0.01%
363
+30
1431
$4.17K ﹤0.01%
48
-59
1432
$4.17K ﹤0.01%
56
1433
$4.16K ﹤0.01%
300
1434
$4.16K ﹤0.01%
230
1435
$4.14K ﹤0.01%
62
+41
1436
$4.13K ﹤0.01%
103
+45
1437
$4.11K ﹤0.01%
29
1438
$4.1K ﹤0.01%
314
+219
1439
$4.1K ﹤0.01%
225
+37
1440
$4.08K ﹤0.01%
+152
1441
$4.08K ﹤0.01%
27
1442
$4.07K ﹤0.01%
117
-90
1443
$4.06K ﹤0.01%
723
1444
$4.03K ﹤0.01%
+41
1445
$4.01K ﹤0.01%
50
1446
$4.01K ﹤0.01%
331
+10
1447
$4K ﹤0.01%
345
1448
$3.99K ﹤0.01%
47
-25
1449
$3.96K ﹤0.01%
73
+5
1450
$3.96K ﹤0.01%
19
+1
56 57
58
59 60