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
476
$66.6K ﹤0.01%
655
+21
477
$66.6K ﹤0.01%
133
+28
478
$65.3K ﹤0.01%
241
+92
479
$65.1K ﹤0.01%
349
+153
480
$64.4K ﹤0.01%
186
+112
481
$63K ﹤0.01%
279
+111
482
$62.9K ﹤0.01%
51,120
+4,968
483
$62.6K ﹤0.01%
+1,695
484
$62.3K ﹤0.01%
364
+120
485
$61.7K ﹤0.01%
912
+36
486
$61.2K ﹤0.01%
1,017
+304
487
$61.1K ﹤0.01%
576
+155
488
$61.1K ﹤0.01%
3,293
-314
489
$60.9K ﹤0.01%
637
+235
490
$60.7K ﹤0.01%
4,022
+999
491
$59.7K ﹤0.01%
1,030
+37
492
$59.4K ﹤0.01%
450
+259
493
$59.3K ﹤0.01%
+252
494
$58.3K ﹤0.01%
772
+96
495
$57.6K ﹤0.01%
301
+276
496
$57.4K ﹤0.01%
291
+178
497
$57.3K ﹤0.01%
2,349
-2,178
498
$56.9K ﹤0.01%
1,638
+10
499
$55.8K ﹤0.01%
1,583
+102
500
$55.7K ﹤0.01%
303
-154
18 19
20
21 22