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
1976
$475 ﹤0.01%
6
+4
1977
$474 ﹤0.01%
14
1978
$468 ﹤0.01%
18
1979
$465 ﹤0.01%
12
1980
$462 ﹤0.01%
11
+7
1981
$461 ﹤0.01%
6
1982
$459 ﹤0.01%
6
1983
$454 ﹤0.01%
+20
1984
$453 ﹤0.01%
9
1985
$439 ﹤0.01%
+7
1986
$436 ﹤0.01%
8
+4
1987
$432 ﹤0.01%
10
1988
$431 ﹤0.01%
+15
1989
$430 ﹤0.01%
28
1990
$429 ﹤0.01%
10
-51
1991
$426 ﹤0.01%
20
1992
$426 ﹤0.01%
3
1993
$425 ﹤0.01%
+9
1994
$423 ﹤0.01%
31
1995
$423 ﹤0.01%
86
1996
$420 ﹤0.01%
8
-12
1997
$413 ﹤0.01%
13
1998
$409 ﹤0.01%
45
+36
1999
$409 ﹤0.01%
7
2000
$407 ﹤0.01%
8
78 79
80
81 82