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
2026
$348 ﹤0.01%
6
2027
$346 ﹤0.01%
61
+17
2028
$345 ﹤0.01%
8
-36
2029
$341 ﹤0.01%
7
-38
2030
$337 ﹤0.01%
11
2031
$335 ﹤0.01%
4
2032
$333 ﹤0.01%
18
+13
2033
$331 ﹤0.01%
9
2034
$327 ﹤0.01%
77
-423
2035
$316 ﹤0.01%
3
2036
$315 ﹤0.01%
49
2037
$313 ﹤0.01%
19
-40
2038
$311 ﹤0.01%
18
2039
$310 ﹤0.01%
21
2040
$307 ﹤0.01%
28
2041
$305 ﹤0.01%
53
2042
$304 ﹤0.01%
69
2043
$304 ﹤0.01%
+3
2044
$303 ﹤0.01%
+19
2045
$302 ﹤0.01%
41
-225
2046
$300 ﹤0.01%
8
2047
$298 ﹤0.01%
17
2048
$295 ﹤0.01%
7
2049
$293 ﹤0.01%
65
2050
$290 ﹤0.01%
+58
80 81
82
83 84