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
1226
$5.17K ﹤0.01%
186
+34
1227
$5.16K ﹤0.01%
36
+5
1228
$5.15K ﹤0.01%
63
-32
1229
$5.14K ﹤0.01%
181
+11
1230
$5.12K ﹤0.01%
145
1231
$5.09K ﹤0.01%
35
1232
$5.08K ﹤0.01%
463
+56
1233
$5.08K ﹤0.01%
81
1234
$5.08K ﹤0.01%
68
+13
1235
$5.05K ﹤0.01%
87
1236
$5.04K ﹤0.01%
267
1237
$5.03K ﹤0.01%
137
1238
$4.97K ﹤0.01%
44
+20
1239
$4.97K ﹤0.01%
182
1240
$4.94K ﹤0.01%
143
-34
1241
$4.93K ﹤0.01%
841
1242
$4.93K ﹤0.01%
288
+150
1243
$4.92K ﹤0.01%
70
+31
1244
$4.92K ﹤0.01%
27
1245
$4.91K ﹤0.01%
437
+167
1246
$4.86K ﹤0.01%
163
+80
1247
$4.85K ﹤0.01%
195
1248
$4.85K ﹤0.01%
80
1249
$4.82K ﹤0.01%
48
1250
$4.81K ﹤0.01%
228
-20
48 49
50
51 52