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
1676
$1.85K ﹤0.01%
36
-97
1677
$1.84K ﹤0.01%
25
-33
1678
$1.81K ﹤0.01%
+152
1679
$1.8K ﹤0.01%
208
+125
1680
$1.8K ﹤0.01%
14
-5
1681
$1.76K ﹤0.01%
60
+43
1682
$1.76K ﹤0.01%
224
-125
1683
$1.75K ﹤0.01%
113
-162
1684
$1.75K ﹤0.01%
26
1685
$1.74K ﹤0.01%
+87
1686
$1.74K ﹤0.01%
8,700
1687
$1.74K ﹤0.01%
43
+22
1688
$1.73K ﹤0.01%
45
1689
$1.72K ﹤0.01%
32
1690
$1.71K ﹤0.01%
4
+1
1691
$1.7K ﹤0.01%
18
1692
$1.7K ﹤0.01%
25
+14
1693
$1.69K ﹤0.01%
33
-2
1694
$1.69K ﹤0.01%
+39
1695
$1.69K ﹤0.01%
5
1696
$1.69K ﹤0.01%
66
1697
$1.69K ﹤0.01%
193
-487
1698
$1.68K ﹤0.01%
33
1699
$1.67K ﹤0.01%
390
1700
$1.65K ﹤0.01%
+24
66 67
68
69 70