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
351
$207K 0.01%
3,684
-65
352
$206K 0.01%
2,267
+3
353
$205K 0.01%
610
+67
354
$202K 0.01%
568
-4
355
$202K 0.01%
522
+184
356
$201K 0.01%
1,098
-288
357
$199K 0.01%
9,857
358
$198K 0.01%
4,840
+26
359
$191K 0.01%
2,562
+415
360
$191K 0.01%
747
+157
361
$185K 0.01%
3,764
+2,214
362
$185K 0.01%
7,237
-130
363
$181K 0.01%
3,573
+189
364
$179K 0.01%
4,769
+316
365
$177K 0.01%
7,738
-297
366
$172K 0.01%
6,276
-98
367
$172K 0.01%
3,655
-60
368
$165K 0.01%
3,406
-572
369
$161K 0.01%
842
+8
370
$159K 0.01%
2,103
-26
371
$157K 0.01%
1,823
+1,015
372
$157K 0.01%
3,838
+1,618
373
$155K 0.01%
492
+234
374
$154K 0.01%
1,078
+317
375
$153K 0.01%
2,767
13 14
15
16 17