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
$2.62B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$9.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.62M
5
CAT icon
Caterpillar
CAT
+$8.58M

Top Sells

1
+$10.7M
2
+$9.87M
3
+$9.2M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.95M

Sector Composition

1 Technology 17.75%
2 Financials 9.71%
3 Healthcare 9.42%
4 Consumer Discretionary 8.92%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$466K 0.02%
1
277
$465K 0.02%
1,450
+279
278
$465K 0.02%
4,247
-232
279
$437K 0.02%
14,603
+33
280
$437K 0.02%
2,867
-100
281
$432K 0.02%
3,109
-86
282
$430K 0.02%
22,331
+3,328
283
$429K 0.02%
1,928
+96
284
$423K 0.02%
8,627
+1,059
285
$404K 0.02%
1,139
+24
286
$402K 0.02%
2,659
287
$402K 0.02%
2,818
+4
288
$401K 0.02%
2,757
+23
289
$398K 0.02%
10,566
290
$396K 0.02%
4,034
+61
291
$394K 0.02%
7,976
-378
292
$393K 0.02%
9,099
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293
$393K 0.02%
4,723
-4
294
$391K 0.01%
8,179
-285
295
$391K 0.01%
3,535
-38
296
$390K 0.01%
+14,502
297
$382K 0.01%
7,534
+325
298
$375K 0.01%
3,919
+18
299
$375K 0.01%
124,135
300
$372K 0.01%
540
-14,334
10 11
12
13 14