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
276
$11.6K 0.01%
+69
277
$11.4K 0.01%
+62
278
$11.2K 0.01%
+210
279
$11.1K 0.01%
+122
280
$11.1K 0.01%
+500
281
$11.1K 0.01%
+200
282
$11.1K 0.01%
+200
283
$10.4K 0.01%
+119
284
$10.4K 0.01%
+500
285
$10.2K 0.01%
+538
286
$10.1K 0.01%
+100
287
$10.1K 0.01%
+250
288
$9.99K 0.01%
+120
289
$9.86K 0.01%
+153
290
$9.77K 0.01%
+297
291
$9.76K 0.01%
+45
292
$9.58K 0.01%
+118
293
$9.53K 0.01%
+187
294
$9.46K 0.01%
+122
295
$9.45K 0.01%
+80
296
$9.39K 0.01%
+1,000
297
$9.17K 0.01%
+186
298
$9.17K 0.01%
+89
299
$9.08K 0.01%
+33
300
$9.06K 0.01%
+116
10 11
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