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
551
$43.5K ﹤0.01%
405
+137
552
$43.2K ﹤0.01%
1,245
+117
553
$43K ﹤0.01%
1,979
+1,106
554
$42.7K ﹤0.01%
58
+4
555
$42.6K ﹤0.01%
166
+92
556
$42.5K ﹤0.01%
788
+460
557
$42.4K ﹤0.01%
156
+135
558
$41.8K ﹤0.01%
17
+6
559
$41.5K ﹤0.01%
1,176
+307
560
$41.5K ﹤0.01%
106
+35
561
$41.2K ﹤0.01%
165
+24
562
$40.9K ﹤0.01%
1,463
+235
563
$40.7K ﹤0.01%
1,251
+278
564
$40.4K ﹤0.01%
1,007
+432
565
$40.1K ﹤0.01%
234
+14
566
$40K ﹤0.01%
613
+182
567
$40K ﹤0.01%
454
+106
568
$40K ﹤0.01%
198
+193
569
$39.6K ﹤0.01%
1,334
+107
570
$39.5K ﹤0.01%
936
571
$39.4K ﹤0.01%
413
+221
572
$39.2K ﹤0.01%
721
+596
573
$39.2K ﹤0.01%
486
+184
574
$38.4K ﹤0.01%
97
+30
575
$38.2K ﹤0.01%
503
21 22
23
24 25