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
$2.71B
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,117
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$4.7M
3
+$3.91M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.34M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.9M

Top Sells

1
+$3.8M
2
+$3.6M
3
+$3.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.82M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.89M

Sector Composition

1 Technology 19.01%
2 Financials 9.64%
3 Healthcare 8.91%
4 Consumer Discretionary 8.87%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$56.6K ﹤0.01%
432
-247
552
$56.6K ﹤0.01%
1,645
+278
553
$56.2K ﹤0.01%
5,171
-475
554
$55.8K ﹤0.01%
700
+184
555
$55.8K ﹤0.01%
44
+6
556
$55.6K ﹤0.01%
1,262
+280
557
$55.6K ﹤0.01%
405
+276
558
$54.9K ﹤0.01%
215
+6
559
$54.3K ﹤0.01%
49
+16
560
$54.3K ﹤0.01%
1,272
+145
561
$53.9K ﹤0.01%
208
-5
562
$53.9K ﹤0.01%
268
-9
563
$53.4K ﹤0.01%
1,549
+338
564
$53.3K ﹤0.01%
399
+30
565
$53.2K ﹤0.01%
419
+6
566
$52.9K ﹤0.01%
270
+52
567
$52.8K ﹤0.01%
1,674
+275
568
$52.7K ﹤0.01%
168
+16
569
$52.6K ﹤0.01%
421
+15
570
$52.5K ﹤0.01%
591
+398
571
$52.3K ﹤0.01%
2,034
+38
572
$52K ﹤0.01%
685
+90
573
$52K ﹤0.01%
503
+82
574
$51.9K ﹤0.01%
1,000
575
$51.6K ﹤0.01%
+3,031
21 22
23
24 25