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
301
$8.89K 0.01%
+300
302
$8.83K 0.01%
+112
303
$8.78K 0.01%
+97
304
$8.67K 0.01%
+512
305
$8.66K 0.01%
+112
306
$8.6K 0.01%
+18
307
$8.6K 0.01%
+335
308
$8.5K 0.01%
+340
309
$8.4K 0.01%
+175
310
$8.36K 0.01%
+98
311
$8.2K 0.01%
+333
312
$8.16K 0.01%
+73
313
$8.16K 0.01%
+168
314
$8.13K 0.01%
+140
315
$8.03K 0.01%
+197
316
$7.94K 0.01%
+172
317
$7.93K 0.01%
+128
318
$7.9K 0.01%
+163
319
$7.89K 0.01%
+56
320
$7.87K 0.01%
+260
321
$7.76K 0.01%
+68
322
$7.64K 0.01%
+77
323
$7.62K 0.01%
+132
324
$7.6K 0.01%
+211
325
$7.42K 0.01%
+1,000