We are live on ! Find out more
MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$8.69M
2
+$3.85M
3
+$3.36M
4
SLB icon
SLB Ltd
SLB
+$2.74M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.55M

Top Sells

1
+$9.72M
2
+$5.89M
3
+$4.33M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.16M

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
2126
– –
-386
2127
– –
-47
2128
$0 ﹤0.01%
300
2129
– –
-163
2130
– –
-100
2131
– –
-1
2132
$0 ﹤0.01%
24
2133
$0 ﹤0.01%
1,300
2134
$0 ﹤0.01%
3
2135
$0 ﹤0.01%
54
2136
$0 ﹤0.01%
3,333
2137
$0 ﹤0.01%
3,000
2138
$0 ﹤0.01%
150
2139
$0 ﹤0.01%
2,265
2140
– –
-46
2141
– –
-49
2142
– –
-104
2143
– –
-1,689
2144
– –
-12
2145
– –
-127
2146
– –
-174
2147
– –
-17
2148
– –
-41
2149
– –
-228
2150
– –
-31
84 85
86
87 88