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
576
$38K ﹤0.01%
322
+170
577
$37.9K ﹤0.01%
54
+26
578
$37.7K ﹤0.01%
941
+438
579
$37.5K ﹤0.01%
+21,200
580
$37.4K ﹤0.01%
195
+87
581
$37.1K ﹤0.01%
180
+76
582
$36.9K ﹤0.01%
279
+75
583
$36.8K ﹤0.01%
51
+27
584
$36.8K ﹤0.01%
237
+92
585
$36.7K ﹤0.01%
389
+173
586
$36.6K ﹤0.01%
589
+455
587
$35.8K ﹤0.01%
787
+219
588
$35.7K ﹤0.01%
336
+218
589
$35.5K ﹤0.01%
352
+182
590
$35.4K ﹤0.01%
887
+22
591
$35.1K ﹤0.01%
347
+114
592
$34.9K ﹤0.01%
806
+282
593
$34.9K ﹤0.01%
3,011
594
$34.8K ﹤0.01%
1,185
+90
595
$34.4K ﹤0.01%
1,612
+445
596
$34.4K ﹤0.01%
689
597
$34.1K ﹤0.01%
363
+190
598
$33.8K ﹤0.01%
411
+38
599
$33.8K ﹤0.01%
1,036
+321
600
$33.7K ﹤0.01%
1,216
+296