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
1826
$1.12K ﹤0.01%
179
+139
1827
$1.11K ﹤0.01%
+54
1828
$1.11K ﹤0.01%
12
-1
1829
$1.11K ﹤0.01%
275
+253
1830
$1.09K ﹤0.01%
30
+17
1831
$1.08K ﹤0.01%
56
-44
1832
$1.08K ﹤0.01%
+102
1833
$1.08K ﹤0.01%
30
+7
1834
$1.08K ﹤0.01%
+58
1835
$1.08K ﹤0.01%
68
1836
$1.07K ﹤0.01%
59
+36
1837
$1.06K ﹤0.01%
8
1838
$1.06K ﹤0.01%
60
-135
1839
$1.06K ﹤0.01%
106
1840
$1.04K ﹤0.01%
11
1841
$1.04K ﹤0.01%
49
1842
$1.04K ﹤0.01%
+11
1843
$1.03K ﹤0.01%
59
1844
$1.03K ﹤0.01%
20
1845
$1.02K ﹤0.01%
+43
1846
$1.01K ﹤0.01%
18
-89
1847
$1K ﹤0.01%
33
+14
1848
$1K ﹤0.01%
18
1849
$999 ﹤0.01%
27
+7
1850
$993 ﹤0.01%
+177
72 73
74
75 76