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
1326
$3.74K ﹤0.01%
96
-4
1327
$3.72K ﹤0.01%
22
+2
1328
$3.72K ﹤0.01%
63
1329
$3.71K ﹤0.01%
36
1330
$3.67K ﹤0.01%
51
+29
1331
$3.65K ﹤0.01%
118
+72
1332
$3.65K ﹤0.01%
124
+92
1333
$3.63K ﹤0.01%
178
-16
1334
$3.63K ﹤0.01%
50
1335
$3.62K ﹤0.01%
107
-14
1336
$3.62K ﹤0.01%
57
1337
$3.58K ﹤0.01%
291
-29
1338
$3.58K ﹤0.01%
34
+21
1339
$3.56K ﹤0.01%
35
1340
$3.55K ﹤0.01%
46
1341
$3.54K ﹤0.01%
117
+57
1342
$3.52K ﹤0.01%
29
-6
1343
$3.52K ﹤0.01%
41
-2
1344
$3.49K ﹤0.01%
288
1345
$3.47K ﹤0.01%
101
-503
1346
$3.44K ﹤0.01%
35
1347
$3.42K ﹤0.01%
72
+39
1348
$3.42K ﹤0.01%
43
+4
1349
$3.39K ﹤0.01%
189
1350
$3.39K ﹤0.01%
45
+10
52 53
54
55 56