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
1476
$3.61K ﹤0.01%
154
-3
1477
$3.58K ﹤0.01%
278
+136
1478
$3.57K ﹤0.01%
73
1479
$3.57K ﹤0.01%
101
+17
1480
$3.56K ﹤0.01%
63
-16,958
1481
$3.56K ﹤0.01%
116
+33
1482
$3.53K ﹤0.01%
64
+34
1483
$3.52K ﹤0.01%
408
-55
1484
$3.48K ﹤0.01%
125
1485
$3.47K ﹤0.01%
130
1486
$3.46K ﹤0.01%
135
1487
$3.43K ﹤0.01%
110
+9
1488
$3.42K ﹤0.01%
410
1489
$3.42K ﹤0.01%
41
+1
1490
$3.42K ﹤0.01%
20
-2
1491
$3.4K ﹤0.01%
+160
1492
$3.4K ﹤0.01%
170
+135
1493
$3.4K ﹤0.01%
45
1494
$3.39K ﹤0.01%
45
+5
1495
$3.39K ﹤0.01%
14
1496
$3.38K ﹤0.01%
12
-8
1497
$3.34K ﹤0.01%
+115
1498
$3.34K ﹤0.01%
56
1499
$3.32K ﹤0.01%
810
1500
$3.31K ﹤0.01%
16
58 59
60
61 62