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
451
$80.3K ﹤0.01%
1,286
+529
452
$78.3K ﹤0.01%
510
+336
453
$78.2K ﹤0.01%
2,262
+245
454
$77.8K ﹤0.01%
534
+13
455
$77.6K ﹤0.01%
736
-256
456
$77.4K ﹤0.01%
397
+291
457
$76.5K ﹤0.01%
309
+101
458
$76.3K ﹤0.01%
2,115
+6
459
$76.1K ﹤0.01%
+407
460
$75.8K ﹤0.01%
371
+171
461
$75.4K ﹤0.01%
976
+305
462
$74K ﹤0.01%
973
+792
463
$73.6K ﹤0.01%
505
+21
464
$73.1K ﹤0.01%
765
+287
465
$72.6K ﹤0.01%
1,555
-463
466
$72.5K ﹤0.01%
217
+26
467
$72.4K ﹤0.01%
1,209
+380
468
$72.3K ﹤0.01%
1,436
-23,376
469
$71.2K ﹤0.01%
450
+136
470
$70.1K ﹤0.01%
978
+192
471
$69.6K ﹤0.01%
+1,048
472
$69.2K ﹤0.01%
1,507
473
$68.3K ﹤0.01%
1,172
+203
474
$67.7K ﹤0.01%
1,019
+422
475
$67.7K ﹤0.01%
1,344
+182
17 18
19
20 21