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
1526
$3.1K ﹤0.01%
258
-30
1527
$3.09K ﹤0.01%
228
1528
$3.09K ﹤0.01%
+103
1529
$3.09K ﹤0.01%
88
-132
1530
$3.08K ﹤0.01%
29
1531
$3.08K ﹤0.01%
79
+5
1532
$3.08K ﹤0.01%
87
-28
1533
$3.07K ﹤0.01%
41
1534
$3.07K ﹤0.01%
88
-52
1535
$3.06K ﹤0.01%
121
-47
1536
$3.06K ﹤0.01%
79
1537
$3.06K ﹤0.01%
+58
1538
$3.04K ﹤0.01%
67
1539
$3.02K ﹤0.01%
1,258
1540
$3.01K ﹤0.01%
71
+3
1541
$3.01K ﹤0.01%
9
-1
1542
$3K ﹤0.01%
121
+4
1543
$2.97K ﹤0.01%
+26
1544
$2.96K ﹤0.01%
251
-18
1545
$2.96K ﹤0.01%
152
1546
$2.96K ﹤0.01%
+17
1547
$2.94K ﹤0.01%
70
1548
$2.94K ﹤0.01%
153
+23
1549
$2.89K ﹤0.01%
71
1550
$2.87K ﹤0.01%
252
60 61
62
63 64