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
1651
$1.1K ﹤0.01%
34
-36
1652
$1.09K ﹤0.01%
267
-280
1653
$1.09K ﹤0.01%
20
-1
1654
$1.08K ﹤0.01%
+20
1655
$1.08K ﹤0.01%
97
1656
$1.08K ﹤0.01%
60
1657
$1.07K ﹤0.01%
12
1658
$1.06K ﹤0.01%
+102
1659
$1.06K ﹤0.01%
+48
1660
$1.05K ﹤0.01%
23
1661
$1.05K ﹤0.01%
32
1662
$1.05K ﹤0.01%
70
1663
$1.05K ﹤0.01%
38
1664
$1.04K ﹤0.01%
34
-88
1665
$1.04K ﹤0.01%
37
1666
$1.04K ﹤0.01%
15
-17
1667
$1.04K ﹤0.01%
41
1668
$1.04K ﹤0.01%
31
-17
1669
$1.04K ﹤0.01%
79
1670
$1.03K ﹤0.01%
13
1671
$1.03K ﹤0.01%
21
+6
1672
$1.02K ﹤0.01%
11
1673
$1.02K ﹤0.01%
21
1674
$1.01K ﹤0.01%
17
1675
$1.01K ﹤0.01%
+27
65 66
67
68 69