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
1626
$2.22K ﹤0.01%
117
+102
1627
$2.21K ﹤0.01%
315
-80
1628
$2.2K ﹤0.01%
171
-84
1629
$2.2K ﹤0.01%
402
1630
$2.2K ﹤0.01%
55
-24
1631
$2.19K ﹤0.01%
71
1632
$2.19K ﹤0.01%
39
1633
$2.19K ﹤0.01%
+12
1634
$2.19K ﹤0.01%
59
+3
1635
$2.19K ﹤0.01%
+17
1636
$2.18K ﹤0.01%
167
1637
$2.17K ﹤0.01%
+50
1638
$2.17K ﹤0.01%
107
1639
$2.16K ﹤0.01%
31
+7
1640
$2.15K ﹤0.01%
51
1641
$2.15K ﹤0.01%
36
1642
$2.13K ﹤0.01%
67
1643
$2.13K ﹤0.01%
279
+168
1644
$2.13K ﹤0.01%
336
+152
1645
$2.12K ﹤0.01%
31
+8
1646
$2.12K ﹤0.01%
101
+6
1647
$2.12K ﹤0.01%
76
+30
1648
$2.11K ﹤0.01%
+92
1649
$2.11K ﹤0.01%
13
1650
$2.09K ﹤0.01%
208
-2,640
64 65
66
67 68