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
1726
$1.54K ﹤0.01%
27
-28
1727
$1.54K ﹤0.01%
11
1728
$1.53K ﹤0.01%
15
1729
$1.53K ﹤0.01%
113
+43
1730
$1.53K ﹤0.01%
91
+81
1731
$1.52K ﹤0.01%
139
+22
1732
$1.52K ﹤0.01%
17
1733
$1.52K ﹤0.01%
91
1734
$1.52K ﹤0.01%
+7
1735
$1.51K ﹤0.01%
3
+1
1736
$1.5K ﹤0.01%
43
+9
1737
$1.5K ﹤0.01%
59
-63
1738
$1.5K ﹤0.01%
+65
1739
$1.49K ﹤0.01%
44
1740
$1.48K ﹤0.01%
12
1741
$1.47K ﹤0.01%
14
1742
$1.47K ﹤0.01%
19
1743
$1.46K ﹤0.01%
98
+53
1744
$1.45K ﹤0.01%
2,225
1745
$1.45K ﹤0.01%
5
+1
1746
$1.43K ﹤0.01%
22
+19
1747
$1.42K ﹤0.01%
6
-2
1748
$1.41K ﹤0.01%
41
1749
$1.41K ﹤0.01%
124
1750
$1.41K ﹤0.01%
306
68 69
70
71 72