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
1776
$1.3K ﹤0.01%
+100
1777
$1.3K ﹤0.01%
91
1778
$1.3K ﹤0.01%
105
1779
$1.29K ﹤0.01%
+68
1780
$1.29K ﹤0.01%
10
1781
$1.29K ﹤0.01%
53
1782
$1.29K ﹤0.01%
239
1783
$1.28K ﹤0.01%
+45
1784
$1.27K ﹤0.01%
+112
1785
$1.27K ﹤0.01%
+123
1786
$1.27K ﹤0.01%
6
-11
1787
$1.27K ﹤0.01%
+54
1788
$1.27K ﹤0.01%
17
-10
1789
$1.26K ﹤0.01%
37
-19
1790
$1.26K ﹤0.01%
10
1791
$1.25K ﹤0.01%
33
-200
1792
$1.25K ﹤0.01%
98
+79
1793
$1.25K ﹤0.01%
29
-21
1794
$1.25K ﹤0.01%
32
1795
$1.24K ﹤0.01%
123
-82
1796
$1.24K ﹤0.01%
17
+5
1797
$1.23K ﹤0.01%
81
+30
1798
$1.23K ﹤0.01%
53
1799
$1.23K ﹤0.01%
55
-128
1800
$1.23K ﹤0.01%
95
70 71
72
73 74