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
401
$118K ﹤0.01%
2,590
+211
402
$118K ﹤0.01%
1,562
+96
403
$118K ﹤0.01%
805
+83
404
$117K ﹤0.01%
1,520
+103
405
$117K ﹤0.01%
1,852
+77
406
$116K ﹤0.01%
1,642
+204
407
$115K ﹤0.01%
602
+95
408
$113K ﹤0.01%
1,249
+299
409
$112K ﹤0.01%
998
+311
410
$110K ﹤0.01%
2,604
+1,962
411
$110K ﹤0.01%
2,388
+13
412
$109K ﹤0.01%
3,633
+133
413
$105K ﹤0.01%
3,945
-9,510
414
$104K ﹤0.01%
740
+488
415
$104K ﹤0.01%
3,047
416
$104K ﹤0.01%
1,976
+24
417
$103K ﹤0.01%
5,978
418
$102K ﹤0.01%
1,225
+230
419
$101K ﹤0.01%
411
+50
420
$99.9K ﹤0.01%
1,167
-3,747
421
$99.5K ﹤0.01%
804
+199
422
$98.5K ﹤0.01%
1,970
-1,266
423
$98.1K ﹤0.01%
669
+31
424
$97.9K ﹤0.01%
821
+585
425
$96.1K ﹤0.01%
1,270
+49
15 16
17
18 19