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
1851
$987 ﹤0.01%
29
1852
$986 ﹤0.01%
53
+31
1853
$983 ﹤0.01%
21
-24
1854
$982 ﹤0.01%
+107
1855
$981 ﹤0.01%
34
-97
1856
$980 ﹤0.01%
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1857
$975 ﹤0.01%
11
1858
$973 ﹤0.01%
69
-25
1859
$971 ﹤0.01%
+114
1860
$965 ﹤0.01%
+22
1861
$958 ﹤0.01%
59
+7
1862
$954 ﹤0.01%
12
1863
$954 ﹤0.01%
30
-26
1864
$953 ﹤0.01%
+73
1865
$941 ﹤0.01%
26
-31
1866
$935 ﹤0.01%
+161
1867
$933 ﹤0.01%
39
+9
1868
$932 ﹤0.01%
10
-54
1869
$930 ﹤0.01%
107
-220
1870
$929 ﹤0.01%
69
-473
1871
$925 ﹤0.01%
79
1872
$923 ﹤0.01%
18
-143
1873
$919 ﹤0.01%
19
+2
1874
$909 ﹤0.01%
11
1875
$909 ﹤0.01%
333
73 74
75
76 77