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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$7.16M
2
+$4.7M
3
+$4.12M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M

Top Sells

1
+$3.92M
2
+$3.71M
3
+$3.27M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.96M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.97M

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
2051
– –
-189
2052
– –
-47
2053
– –
-69
2054
– –
-13,396
2055
– –
-84
2056
– –
-202
2057
– –
-80
2058
– –
-101
2059
– –
-99
2060
– –
-143
2061
– –
-133
2062
– –
-79
2063
$0 ﹤0.01%
24
2064
$0 ﹤0.01%
1,300
2065
$0 ﹤0.01%
67
2066
$0 ﹤0.01%
3
2067
$0 ﹤0.01%
54
2068
$0 ﹤0.01%
3,333
2069
$0 ﹤0.01%
150
2070
– –
-190
2071
$0 ﹤0.01%
2,265
79 80 81 82
83