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
1551
$1.58K ﹤0.01%
31
+2
1552
$1.58K ﹤0.01%
69
+13
1553
$1.58K ﹤0.01%
11
-4
1554
$1.57K ﹤0.01%
+74
1555
$1.56K ﹤0.01%
65
+57
1556
$1.56K ﹤0.01%
36
1557
$1.56K ﹤0.01%
9
1558
$1.55K ﹤0.01%
64
1559
$1.54K ﹤0.01%
34
1560
$1.54K ﹤0.01%
37
1561
$1.53K ﹤0.01%
104
+12
1562
$1.52K ﹤0.01%
50
-40
1563
$1.52K ﹤0.01%
38
+5
1564
$1.52K ﹤0.01%
45
1565
$1.51K ﹤0.01%
153
1566
$1.51K ﹤0.01%
88
+22
1567
$1.5K ﹤0.01%
20
+12
1568
$1.5K ﹤0.01%
20
-5
1569
$1.49K ﹤0.01%
32
-2
1570
$1.49K ﹤0.01%
37
-2
1571
$1.47K ﹤0.01%
25
-2
1572
$1.47K ﹤0.01%
+117
1573
$1.47K ﹤0.01%
26
1574
$1.44K ﹤0.01%
+72
1575
$1.44K ﹤0.01%
52
61 62
63
64 65