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
251
$16.5K 0.02%
+150
252
$16.4K 0.02%
+825
253
$16.4K 0.02%
+440
254
$16.3K 0.02%
+224
255
$16.3K 0.02%
+1,092
256
$15.8K 0.01%
+180
257
$15.7K 0.01%
+166
258
$15.5K 0.01%
+150
259
$15.4K 0.01%
+379
260
$15.3K 0.01%
+300
261
$15.2K 0.01%
+232
262
$15.2K 0.01%
+304
263
$15.2K 0.01%
+291
264
$14.5K 0.01%
+250
265
$14.2K 0.01%
+250
266
$14.2K 0.01%
+222
267
$14.1K 0.01%
+441
268
$13.4K 0.01%
+300
269
$13.2K 0.01%
+1,018
270
$13K 0.01%
+540
271
$12.6K 0.01%
+300
272
$12.6K 0.01%
+286
273
$12.6K 0.01%
+480
274
$12.4K 0.01%
+200
275
$11.9K 0.01%
+400
9 10
11
12 13