MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
526
$47.9K ﹤0.01%
3,008
+585
527
$47.5K ﹤0.01%
351
+101
528
$47.1K ﹤0.01%
256
+246
529
$47K ﹤0.01%
2,682
+677
530
$46.9K ﹤0.01%
1,482
+614
531
$46.8K ﹤0.01%
426
532
$46.5K ﹤0.01%
104
+52
533
$46.5K ﹤0.01%
130
+20
534
$46.5K ﹤0.01%
146
+29
535
$46.3K ﹤0.01%
1,104
+444
536
$46.2K ﹤0.01%
140
+129
537
$46.1K ﹤0.01%
329
+224
538
$46K ﹤0.01%
1,696
+1,590
539
$46K ﹤0.01%
603
540
$45.9K ﹤0.01%
30
+11
541
$45.8K ﹤0.01%
909
+374
542
$45.7K ﹤0.01%
812
+643
543
$45.6K ﹤0.01%
706
+251
544
$45.1K ﹤0.01%
2,666
-214
545
$45K ﹤0.01%
1,534
+239
546
$44.7K ﹤0.01%
933
+225
547
$44.3K ﹤0.01%
111
-16
548
$44.2K ﹤0.01%
139
+50
549
$44.1K ﹤0.01%
1,570
-149
550
$44K ﹤0.01%
757
+164
20 21
22
23 24