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
1276
$4.4K ﹤0.01%
155
+23
1277
$4.38K ﹤0.01%
115
+38
1278
$4.38K ﹤0.01%
58
+34
1279
$4.36K ﹤0.01%
251
1280
$4.35K ﹤0.01%
35
-25
1281
$4.33K ﹤0.01%
426
1282
$4.33K ﹤0.01%
157
-102
1283
$4.32K ﹤0.01%
110
1284
$4.32K ﹤0.01%
114
1285
$4.3K ﹤0.01%
710
1286
$4.24K ﹤0.01%
123
+68
1287
$4.23K ﹤0.01%
49
1288
$4.23K ﹤0.01%
356
1289
$4.22K ﹤0.01%
49
1290
$4.22K ﹤0.01%
68
-17
1291
$4.21K ﹤0.01%
112
1292
$4.2K ﹤0.01%
278
+64
1293
$4.2K ﹤0.01%
60
+48
1294
$4.19K ﹤0.01%
120
+39
1295
$4.18K ﹤0.01%
355
+327
1296
$4.17K ﹤0.01%
58
1297
$4.15K ﹤0.01%
+88
1298
$4.15K ﹤0.01%
38
-14
1299
$4.13K ﹤0.01%
87
-74
1300
$4.09K ﹤0.01%
475
50 51
52
53 54