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
1301
$4.07K ﹤0.01%
397
-160
1302
$4.06K ﹤0.01%
128
1303
$4.03K ﹤0.01%
+141
1304
$4.03K ﹤0.01%
105
-186
1305
$4.03K ﹤0.01%
+653
1306
$4.01K ﹤0.01%
108
-4
1307
$4.01K ﹤0.01%
38
1308
$3.99K ﹤0.01%
524
1309
$3.97K ﹤0.01%
43
-157
1310
$3.96K ﹤0.01%
384
1311
$3.94K ﹤0.01%
81
+48
1312
$3.93K ﹤0.01%
96
-104
1313
$3.88K ﹤0.01%
34
+10
1314
$3.88K ﹤0.01%
41
-6
1315
$3.87K ﹤0.01%
55
1316
$3.86K ﹤0.01%
409
1317
$3.86K ﹤0.01%
708
-2,173
1318
$3.83K ﹤0.01%
+166
1319
$3.81K ﹤0.01%
259
+46
1320
$3.8K ﹤0.01%
26
+12
1321
$3.79K ﹤0.01%
122
1322
$3.79K ﹤0.01%
+203
1323
$3.77K ﹤0.01%
117
1324
$3.76K ﹤0.01%
23
-12
1325
$3.75K ﹤0.01%
22
+8
51 52
53
54 55