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
376
$153K 0.01%
1,663
-209
377
$146K 0.01%
2,760
+310
378
$145K 0.01%
1,534
+319
379
$144K 0.01%
1,733
+139
380
$143K 0.01%
2,255
+112
381
$143K 0.01%
1,899
-12
382
$142K 0.01%
1,600
383
$140K 0.01%
711
+284
384
$139K 0.01%
959
+340
385
$138K 0.01%
1,630
-65
386
$137K 0.01%
609
+537
387
$137K 0.01%
2,500
388
$136K 0.01%
7,790
389
$135K 0.01%
837
-32
390
$133K 0.01%
2,814
-258
391
$133K 0.01%
862
+65
392
$130K 0.01%
4,314
+3,549
393
$128K ﹤0.01%
6,922
394
$128K ﹤0.01%
418
-27
395
$123K ﹤0.01%
2,495
+377
396
$122K ﹤0.01%
612
+435
397
$122K ﹤0.01%
760
+495
398
$121K ﹤0.01%
385
+126
399
$121K ﹤0.01%
1,068
+201
400
$119K ﹤0.01%
2,879
-152
14 15
16
17 18