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
1451
$3.94K ﹤0.01%
212
1452
$3.93K ﹤0.01%
87
+52
1453
$3.92K ﹤0.01%
42
-68
1454
$3.89K ﹤0.01%
140
1455
$3.86K ﹤0.01%
319
1456
$3.86K ﹤0.01%
7
1457
$3.85K ﹤0.01%
59
+45
1458
$3.85K ﹤0.01%
35
+4
1459
$3.81K ﹤0.01%
35
+1
1460
$3.81K ﹤0.01%
30
+8
1461
$3.81K ﹤0.01%
52
1462
$3.78K ﹤0.01%
7
+1
1463
$3.78K ﹤0.01%
37
1464
$3.77K ﹤0.01%
59
+11
1465
$3.75K ﹤0.01%
+20
1466
$3.74K ﹤0.01%
167
+54
1467
$3.72K ﹤0.01%
150
-56
1468
$3.71K ﹤0.01%
556
+235
1469
$3.69K ﹤0.01%
164
1470
$3.67K ﹤0.01%
31
+8
1471
$3.67K ﹤0.01%
43
-26
1472
$3.62K ﹤0.01%
48
-40
1473
$3.62K ﹤0.01%
55
1474
$3.62K ﹤0.01%
83
-22
1475
$3.62K ﹤0.01%
146
+113
57 58
59
60 61