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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$7.46M
3 +$5.43M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.96M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.18%
2 Industrials 8.67%
3 Technology 7.36%
4 Energy 6.75%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.5K 0.02%
+229
227
$25.3K 0.02%
+600
228
$25.1K 0.02%
+350
229
$24.1K 0.02%
+300
230
$24K 0.02%
+440
231
$23.9K 0.02%
+385
232
$23.7K 0.02%
+750
233
$23.4K 0.02%
+929
234
$23.2K 0.02%
+225
235
$23.2K 0.02%
+375
236
$22.9K 0.02%
+400
237
$20.7K 0.02%
+259
238
$20.6K 0.02%
+1,042
239
$20.2K 0.02%
+250
240
$20.2K 0.02%
+487
241
$19.3K 0.02%
+1,000
242
$19.2K 0.02%
+402
243
$19.1K 0.02%
+260
244
$18.9K 0.02%
+500
245
$18.7K 0.02%
+572
246
$18.6K 0.02%
+16
247
$18.3K 0.02%
+123
248
$18.3K 0.02%
+233
249
$17.8K 0.02%
+625
250
$17.6K 0.02%
+300