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
501
$55.7K ﹤0.01%
1,441
+239
502
$55.6K ﹤0.01%
200
+84
503
$55.5K ﹤0.01%
1,369
+228
504
$55K ﹤0.01%
466
+91
505
$54.8K ﹤0.01%
208
+121
506
$54.7K ﹤0.01%
2,030
+442
507
$54.7K ﹤0.01%
644
-859
508
$54K ﹤0.01%
213
+179
509
$53.5K ﹤0.01%
+1,000
510
$53.4K ﹤0.01%
1,518
-31
511
$53.3K ﹤0.01%
1,069
512
$52.7K ﹤0.01%
528
-98
513
$52.2K ﹤0.01%
231
+193
514
$52K ﹤0.01%
854
+169
515
$52K ﹤0.01%
662
+293
516
$51.7K ﹤0.01%
529
+199
517
$51.5K ﹤0.01%
550
518
$51.4K ﹤0.01%
39
+22
519
$51.1K ﹤0.01%
966
+213
520
$49.3K ﹤0.01%
508
+456
521
$48.9K ﹤0.01%
725
+373
522
$48.6K ﹤0.01%
422
523
$48.4K ﹤0.01%
1,005
+344
524
$48.1K ﹤0.01%
1,492
+114
525
$48K ﹤0.01%
2,000
19 20
21
22 23