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
301
$372K 0.01%
2,961
-46
302
$369K 0.01%
4,713
+451
303
$368K 0.01%
3,331
+1,329
304
$360K 0.01%
6,350
+562
305
$359K 0.01%
1,692
+874
306
$357K 0.01%
3,910
-4,883
307
$352K 0.01%
2,880
+39
308
$350K 0.01%
1,307
+40
309
$348K 0.01%
2,249
+68
310
$333K 0.01%
4,831
+169
311
$332K 0.01%
1,359
-63
312
$331K 0.01%
15,135
+4,479
313
$330K 0.01%
4,140
+3,755
314
$324K 0.01%
2,134
+1,521
315
$323K 0.01%
10,195
-77,563
316
$318K 0.01%
1,704
317
$316K 0.01%
4,189
-395
318
$316K 0.01%
4,139
+1,312
319
$311K 0.01%
2,120
+2,008
320
$309K 0.01%
5,319
+298
321
$305K 0.01%
1,355
+360
322
$300K 0.01%
867
+270
323
$298K 0.01%
2,848
+14
324
$283K 0.01%
9,100
325
$280K 0.01%
5,739
+134
11 12
13
14 15