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
1376
$3.02K ﹤0.01%
120
+41
1377
$3.01K ﹤0.01%
57
1378
$3K ﹤0.01%
41
+25
1379
$2.99K ﹤0.01%
94
1380
$2.92K ﹤0.01%
93
+66
1381
$2.92K ﹤0.01%
34
-4
1382
$2.92K ﹤0.01%
56
+13
1383
$2.91K ﹤0.01%
88
+72
1384
$2.88K ﹤0.01%
106
-93
1385
$2.88K ﹤0.01%
40
1386
$2.86K ﹤0.01%
190
+132
1387
$2.85K ﹤0.01%
189
1388
$2.84K ﹤0.01%
+54
1389
$2.82K ﹤0.01%
28
+14
1390
$2.82K ﹤0.01%
83
1391
$2.8K ﹤0.01%
56
-6
1392
$2.79K ﹤0.01%
54
+10
1393
$2.79K ﹤0.01%
611
1394
$2.77K ﹤0.01%
28
1395
$2.77K ﹤0.01%
35
1396
$2.77K ﹤0.01%
16
1397
$2.75K ﹤0.01%
17
+5
1398
$2.74K ﹤0.01%
554
1399
$2.73K ﹤0.01%
97
1400
$2.73K ﹤0.01%
50
+32
54 55
56
57 58