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
1576
$2.6K ﹤0.01%
19
1577
$2.59K ﹤0.01%
49
+12
1578
$2.57K ﹤0.01%
229
+188
1579
$2.57K ﹤0.01%
+90
1580
$2.57K ﹤0.01%
37
1581
$2.57K ﹤0.01%
44
-18
1582
$2.56K ﹤0.01%
26
-10
1583
$2.54K ﹤0.01%
+32
1584
$2.54K ﹤0.01%
328
1585
$2.53K ﹤0.01%
16
+14
1586
$2.52K ﹤0.01%
100
+67
1587
$2.52K ﹤0.01%
124
-79
1588
$2.52K ﹤0.01%
52
-15
1589
$2.5K ﹤0.01%
93
+21
1590
$2.5K ﹤0.01%
306
1591
$2.5K ﹤0.01%
125
-32
1592
$2.5K ﹤0.01%
67
+56
1593
$2.46K ﹤0.01%
61
1594
$2.46K ﹤0.01%
51
1595
$2.46K ﹤0.01%
44
1596
$2.45K ﹤0.01%
523
+156
1597
$2.44K ﹤0.01%
445
-29
1598
$2.43K ﹤0.01%
94
1599
$2.43K ﹤0.01%
61
+50
1600
$2.42K ﹤0.01%
84
+5
62 63
64
65 66