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
751
$23.7K ﹤0.01%
2,683
+42
752
$23.5K ﹤0.01%
188
+11
753
$23.4K ﹤0.01%
1,080
+244
754
$23.3K ﹤0.01%
4,207
+207
755
$23.3K ﹤0.01%
1,093
756
$23.3K ﹤0.01%
91
+21
757
$23.3K ﹤0.01%
314
+301
758
$23.1K ﹤0.01%
295
-185
759
$22.7K ﹤0.01%
327
-42
760
$22.7K ﹤0.01%
461
761
$22.6K ﹤0.01%
379
+133
762
$22.4K ﹤0.01%
517
+32
763
$22.3K ﹤0.01%
1,051
+1,032
764
$22.2K ﹤0.01%
264
765
$22.2K ﹤0.01%
291
+58
766
$22.2K ﹤0.01%
439
+310
767
$21.9K ﹤0.01%
264
+14
768
$21.9K ﹤0.01%
788
-215
769
$21.8K ﹤0.01%
391
+74
770
$21.8K ﹤0.01%
128
+1
771
$21.8K ﹤0.01%
321
+94
772
$21.8K ﹤0.01%
348
+4
773
$21.7K ﹤0.01%
382
+28
774
$21.6K ﹤0.01%
547
+46
775
$21.6K ﹤0.01%
228
+52
29 30
31
32 33