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
1676
$1.01K ﹤0.01%
44
-2
1677
$1K ﹤0.01%
15
1678
$999 ﹤0.01%
13
1679
$999 ﹤0.01%
34
+2
1680
$997 ﹤0.01%
47
1681
$996 ﹤0.01%
38
1682
$985 ﹤0.01%
2
1683
$983 ﹤0.01%
74
+51
1684
$981 ﹤0.01%
70
+20
1685
$978 ﹤0.01%
58
+36
1686
$976 ﹤0.01%
42
1687
$971 ﹤0.01%
33
1688
$963 ﹤0.01%
134
-57
1689
$962 ﹤0.01%
+12
1690
$956 ﹤0.01%
44
-21
1691
$954 ﹤0.01%
19
-38
1692
$951 ﹤0.01%
51
+14
1693
$949 ﹤0.01%
33
-757
1694
$936 ﹤0.01%
16
-4
1695
$929 ﹤0.01%
25
+8
1696
$925 ﹤0.01%
+250
1697
$917 ﹤0.01%
40
+19
1698
$915 ﹤0.01%
+89
1699
$914 ﹤0.01%
18
-5
1700
$913 ﹤0.01%
5
66 67
68
69 70