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
1251
$4.8K ﹤0.01%
82
+30
1252
$4.8K ﹤0.01%
386
1253
$4.76K ﹤0.01%
290
+253
1254
$4.7K ﹤0.01%
323
+244
1255
$4.69K ﹤0.01%
123
+96
1256
$4.69K ﹤0.01%
218
+77
1257
$4.68K ﹤0.01%
+470
1258
$4.65K ﹤0.01%
77
1259
$4.65K ﹤0.01%
28
+2
1260
$4.61K ﹤0.01%
272
+86
1261
$4.61K ﹤0.01%
26
+1
1262
$4.58K ﹤0.01%
355
+229
1263
$4.58K ﹤0.01%
141
1264
$4.56K ﹤0.01%
991
+199
1265
$4.55K ﹤0.01%
169
-115
1266
$4.53K ﹤0.01%
+197
1267
$4.53K ﹤0.01%
57
+26
1268
$4.49K ﹤0.01%
17
1269
$4.49K ﹤0.01%
95
-13
1270
$4.46K ﹤0.01%
97
1271
$4.45K ﹤0.01%
70
1272
$4.44K ﹤0.01%
66
1273
$4.43K ﹤0.01%
296
1274
$4.41K ﹤0.01%
107
1275
$4.4K ﹤0.01%
47
-22
49 50
51
52 53