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
1751
$1.41K ﹤0.01%
70
-314
1752
$1.4K ﹤0.01%
+31
1753
$1.39K ﹤0.01%
125
-251
1754
$1.39K ﹤0.01%
120
-531
1755
$1.39K ﹤0.01%
153
+53
1756
$1.38K ﹤0.01%
153
1757
$1.38K ﹤0.01%
82
1758
$1.37K ﹤0.01%
94
1759
$1.37K ﹤0.01%
107
-123
1760
$1.36K ﹤0.01%
+23
1761
$1.36K ﹤0.01%
38
1762
$1.36K ﹤0.01%
35
+3
1763
$1.35K ﹤0.01%
94
-332
1764
$1.34K ﹤0.01%
38
-42
1765
$1.34K ﹤0.01%
196
-43
1766
$1.34K ﹤0.01%
8
+3
1767
$1.34K ﹤0.01%
39
1768
$1.34K ﹤0.01%
+219
1769
$1.33K ﹤0.01%
24
1770
$1.31K ﹤0.01%
52
-56
1771
$1.31K ﹤0.01%
170
+63
1772
$1.31K ﹤0.01%
+53
1773
$1.31K ﹤0.01%
124
-143
1774
$1.31K ﹤0.01%
20
1775
$1.31K ﹤0.01%
29
69 70
71
72 73