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
1576
$1.44K ﹤0.01%
10
+9
1577
$1.44K ﹤0.01%
49
1578
$1.43K ﹤0.01%
+169
1579
$1.43K ﹤0.01%
29
1580
$1.41K ﹤0.01%
13
-18
1581
$1.4K ﹤0.01%
14
1582
$1.4K ﹤0.01%
125
1583
$1.39K ﹤0.01%
64
1584
$1.39K ﹤0.01%
99
1585
$1.39K ﹤0.01%
34
+7
1586
$1.38K ﹤0.01%
200
1587
$1.38K ﹤0.01%
1
1588
$1.38K ﹤0.01%
27
1589
$1.38K ﹤0.01%
48
1590
$1.37K ﹤0.01%
61
+30
1591
$1.36K ﹤0.01%
+60
1592
$1.35K ﹤0.01%
20
1593
$1.35K ﹤0.01%
34
-12
1594
$1.34K ﹤0.01%
69
-139
1595
$1.33K ﹤0.01%
46
-13
1596
$1.33K ﹤0.01%
74
1597
$1.33K ﹤0.01%
+59
1598
$1.32K ﹤0.01%
13
1599
$1.32K ﹤0.01%
33
1600
$1.32K ﹤0.01%
80
62 63
64
65 66