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
426
$95.3K ﹤0.01%
1,150
427
$94.8K ﹤0.01%
1,894
+798
428
$93.4K ﹤0.01%
2,229
+1,270
429
$91.9K ﹤0.01%
1,046
+389
430
$91.5K ﹤0.01%
980
+848
431
$91.4K ﹤0.01%
681
+41
432
$91.4K ﹤0.01%
816
+132
433
$91K ﹤0.01%
1,425
-75
434
$90.2K ﹤0.01%
526
+345
435
$89.8K ﹤0.01%
185
+63
436
$88.5K ﹤0.01%
1,035
+229
437
$88K ﹤0.01%
418
+123
438
$87.6K ﹤0.01%
754
+202
439
$87.4K ﹤0.01%
1,237
+136
440
$86.9K ﹤0.01%
1,440
+146
441
$86.8K ﹤0.01%
155
+30
442
$85.9K ﹤0.01%
13,682
443
$85.2K ﹤0.01%
1,021
444
$85K ﹤0.01%
+1,036
445
$83.8K ﹤0.01%
405
-106
446
$83.4K ﹤0.01%
672
+42
447
$83K ﹤0.01%
1,134
+315
448
$82.1K ﹤0.01%
831
-55
449
$80.3K ﹤0.01%
396
+267
450
$80.3K ﹤0.01%
2,350
+400
16 17
18
19 20