MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1526
$1.72K ﹤0.01%
63
-30
1527
$1.71K ﹤0.01%
51
1528
$1.71K ﹤0.01%
21
1529
$1.7K ﹤0.01%
219
1530
$1.69K ﹤0.01%
63
+30
1531
$1.69K ﹤0.01%
+57
1532
$1.68K ﹤0.01%
85
1533
$1.67K ﹤0.01%
57
1534
$1.67K ﹤0.01%
77
1535
$1.65K ﹤0.01%
48
1536
$1.65K ﹤0.01%
108
-48
1537
$1.64K ﹤0.01%
26
-20
1538
$1.64K ﹤0.01%
34
1539
$1.63K ﹤0.01%
46
1540
$1.63K ﹤0.01%
30
1541
$1.63K ﹤0.01%
174
+110
1542
$1.62K ﹤0.01%
65
1543
$1.62K ﹤0.01%
115
+18
1544
$1.61K ﹤0.01%
35
1545
$1.61K ﹤0.01%
80
-336
1546
$1.61K ﹤0.01%
312
1547
$1.6K ﹤0.01%
16
-5
1548
$1.59K ﹤0.01%
139
+25
1549
$1.59K ﹤0.01%
75
1550
$1.59K ﹤0.01%
184
60 61
62
63 64