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
1626
$1.19K ﹤0.01%
113
+62
1627
$1.18K ﹤0.01%
26
1628
$1.18K ﹤0.01%
4
+1
1629
$1.18K ﹤0.01%
111
1630
$1.18K ﹤0.01%
+81
1631
$1.17K ﹤0.01%
79
1632
$1.17K ﹤0.01%
71
-26
1633
$1.16K ﹤0.01%
21
-12
1634
$1.16K ﹤0.01%
29
1635
$1.16K ﹤0.01%
504
1636
$1.15K ﹤0.01%
+12
1637
$1.15K ﹤0.01%
+30
1638
$1.14K ﹤0.01%
+24
1639
$1.14K ﹤0.01%
22
+5
1640
$1.14K ﹤0.01%
42
1641
$1.14K ﹤0.01%
47
1642
$1.14K ﹤0.01%
177
+90
1643
$1.13K ﹤0.01%
+47
1644
$1.13K ﹤0.01%
5
1645
$1.12K ﹤0.01%
9
1646
$1.12K ﹤0.01%
75
+61
1647
$1.12K ﹤0.01%
7
-12
1648
$1.11K ﹤0.01%
17
+12
1649
$1.11K ﹤0.01%
104
-45
1650
$1.1K ﹤0.01%
66
-78
64 65
66
67 68