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
601
$33K ﹤0.01%
391
+163
602
$32.9K ﹤0.01%
99
+36
603
$32.6K ﹤0.01%
374
+117
604
$32.6K ﹤0.01%
150
+95
605
$32.4K ﹤0.01%
432
+216
606
$32.4K ﹤0.01%
121
+31
607
$32.3K ﹤0.01%
242
+115
608
$32.2K ﹤0.01%
215
609
$32K ﹤0.01%
931
+292
610
$31.9K ﹤0.01%
362
+43
611
$31.6K ﹤0.01%
712
+177
612
$31.1K ﹤0.01%
57
+17
613
$31K ﹤0.01%
102
+84
614
$30.9K ﹤0.01%
424
+160
615
$30.7K ﹤0.01%
691
+233
616
$30.6K ﹤0.01%
145
+68
617
$30.4K ﹤0.01%
1,686
+63
618
$30.4K ﹤0.01%
360
+161
619
$30.2K ﹤0.01%
382
+270
620
$30.1K ﹤0.01%
108
+58
621
$29.8K ﹤0.01%
636
+521
622
$29.7K ﹤0.01%
147
+1
623
$29.7K ﹤0.01%
220
+10
624
$29.6K ﹤0.01%
822
+407
625
$29.6K ﹤0.01%
238
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