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
2026
– –
-42
2027
– –
-6
2028
– –
-19
2029
– –
-125
2030
– –
-13
2031
– –
-100
2032
– –
-72
2033
– –
-11
2034
– –
-61
2035
– –
-11
2036
– –
-45
2037
– –
-292
2038
– –
-16
2039
– –
-21
2040
– –
-5
2041
– –
-231
2042
– –
-10
2043
– –
-162
2044
– –
-13
2045
– –
-250
2046
– –
-7
2047
– –
-64
2048
– –
-4
2049
– –
-13
2050
– –
-19
79 80 81
82
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