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
1701
$1.65K ﹤0.01%
+24
1702
$1.65K ﹤0.01%
129
+64
1703
$1.64K ﹤0.01%
+38
1704
$1.63K ﹤0.01%
21
+6
1705
$1.62K ﹤0.01%
+64
1706
$1.62K ﹤0.01%
9
-2
1707
$1.61K ﹤0.01%
44
-89
1708
$1.61K ﹤0.01%
94
1709
$1.61K ﹤0.01%
+146
1710
$1.61K ﹤0.01%
5
+1
1711
$1.6K ﹤0.01%
61
-10
1712
$1.59K ﹤0.01%
104
+8
1713
$1.59K ﹤0.01%
+68
1714
$1.59K ﹤0.01%
87
+6
1715
$1.58K ﹤0.01%
56
-73
1716
$1.58K ﹤0.01%
18
+6
1717
$1.58K ﹤0.01%
87
+72
1718
$1.58K ﹤0.01%
183
+144
1719
$1.57K ﹤0.01%
107
+65
1720
$1.57K ﹤0.01%
87
+21
1721
$1.57K ﹤0.01%
104
-263
1722
$1.56K ﹤0.01%
+40
1723
$1.56K ﹤0.01%
17
-8
1724
$1.55K ﹤0.01%
33
1725
$1.55K ﹤0.01%
+24
67 68
69
70 71