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
876
$14.3K ﹤0.01%
215
-54
877
$14.3K ﹤0.01%
240
+71
878
$14.2K ﹤0.01%
285
+33
879
$14.1K ﹤0.01%
282
+54
880
$14.1K ﹤0.01%
149
+24
881
$14.1K ﹤0.01%
94
+2
882
$14K ﹤0.01%
114
+5
883
$14K ﹤0.01%
308
+28
884
$14K ﹤0.01%
235
-5
885
$13.9K ﹤0.01%
1,164
-50
886
$13.9K ﹤0.01%
478
+351
887
$13.9K ﹤0.01%
327
-121
888
$13.8K ﹤0.01%
484
-34
889
$13.7K ﹤0.01%
500
+110
890
$13.7K ﹤0.01%
69
+10
891
$13.6K ﹤0.01%
736
+33
892
$13.6K ﹤0.01%
419
893
$13.6K ﹤0.01%
342
894
$13.6K ﹤0.01%
407
+149
895
$13.5K ﹤0.01%
574
-361
896
$13.5K ﹤0.01%
26
-2
897
$13.5K ﹤0.01%
366
898
$13.4K ﹤0.01%
821
+250
899
$13.2K ﹤0.01%
92
-11
900
$13.2K ﹤0.01%
268
34 35
36
37 38