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
1801
$1.23K ﹤0.01%
70
+49
1802
$1.22K ﹤0.01%
27
+12
1803
$1.22K ﹤0.01%
+8
1804
$1.21K ﹤0.01%
15
-13
1805
$1.2K ﹤0.01%
66
1806
$1.2K ﹤0.01%
27
+11
1807
$1.19K ﹤0.01%
15
+4
1808
$1.19K ﹤0.01%
16
-42
1809
$1.19K ﹤0.01%
32
1810
$1.19K ﹤0.01%
184
+129
1811
$1.19K ﹤0.01%
62
+6
1812
$1.19K ﹤0.01%
84
-36
1813
$1.18K ﹤0.01%
90
1814
$1.18K ﹤0.01%
122
-466
1815
$1.18K ﹤0.01%
234
1816
$1.18K ﹤0.01%
42
+33
1817
$1.17K ﹤0.01%
+238
1818
$1.16K ﹤0.01%
+61
1819
$1.16K ﹤0.01%
112
-35
1820
$1.16K ﹤0.01%
189
1821
$1.15K ﹤0.01%
24
-19
1822
$1.15K ﹤0.01%
+20
1823
$1.15K ﹤0.01%
69
1824
$1.14K ﹤0.01%
17
+5
1825
$1.13K ﹤0.01%
+22
71 72
73
74 75