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
1551
$2.86K ﹤0.01%
118
+89
1552
$2.85K ﹤0.01%
100
+58
1553
$2.85K ﹤0.01%
9
1554
$2.85K ﹤0.01%
+22
1555
$2.84K ﹤0.01%
+126
1556
$2.84K ﹤0.01%
153
1557
$2.81K ﹤0.01%
36
+2
1558
$2.79K ﹤0.01%
112
+5
1559
$2.76K ﹤0.01%
29
-82
1560
$2.74K ﹤0.01%
71
1561
$2.73K ﹤0.01%
38
-3
1562
$2.72K ﹤0.01%
44
-45
1563
$2.71K ﹤0.01%
22
1564
$2.7K ﹤0.01%
16
1565
$2.68K ﹤0.01%
59
+7
1566
$2.67K ﹤0.01%
46
+29
1567
$2.67K ﹤0.01%
39
1568
$2.66K ﹤0.01%
95
1569
$2.65K ﹤0.01%
159
-136
1570
$2.63K ﹤0.01%
24
+1
1571
$2.63K ﹤0.01%
237
-174
1572
$2.63K ﹤0.01%
45
-60
1573
$2.62K ﹤0.01%
138
+61
1574
$2.61K ﹤0.01%
28
+2
1575
$2.61K ﹤0.01%
56
-7
61 62
63
64 65