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
1651
$2.08K ﹤0.01%
+631
1652
$2.08K ﹤0.01%
+26
1653
$2.08K ﹤0.01%
13
+2
1654
$2.07K ﹤0.01%
28
1655
$2.07K ﹤0.01%
140
-7
1656
$2.07K ﹤0.01%
108
1657
$2.07K ﹤0.01%
53
-7
1658
$2.04K ﹤0.01%
46
-57
1659
$2.02K ﹤0.01%
44
1660
$2.01K ﹤0.01%
+86
1661
$1.98K ﹤0.01%
73
+63
1662
$1.98K ﹤0.01%
31
1663
$1.96K ﹤0.01%
19
+4
1664
$1.95K ﹤0.01%
133
+88
1665
$1.94K ﹤0.01%
+12
1666
$1.94K ﹤0.01%
312
1667
$1.94K ﹤0.01%
2,000
-7,724
1668
$1.92K ﹤0.01%
+238
1669
$1.9K ﹤0.01%
121
1670
$1.9K ﹤0.01%
90
-2
1671
$1.9K ﹤0.01%
+21
1672
$1.89K ﹤0.01%
11
1673
$1.88K ﹤0.01%
62
-125
1674
$1.87K ﹤0.01%
33
1675
$1.86K ﹤0.01%
30
65 66
67
68 69