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
626
$29.5K ﹤0.01%
181
+131
627
$29.5K ﹤0.01%
332
+213
628
$29.4K ﹤0.01%
187
+70
629
$29.1K ﹤0.01%
82
+42
630
$29K ﹤0.01%
371
-207
631
$29K ﹤0.01%
131
+44
632
$28.8K ﹤0.01%
1,363
+925
633
$28.7K ﹤0.01%
200
+96
634
$28.7K ﹤0.01%
1,219
+153
635
$28.4K ﹤0.01%
474
+271
636
$28.3K ﹤0.01%
443
+152
637
$27.9K ﹤0.01%
107
+60
638
$27.8K ﹤0.01%
383
-9
639
$27.7K ﹤0.01%
1,157
+337
640
$27.7K ﹤0.01%
100
641
$27.5K ﹤0.01%
379
+182
642
$27.5K ﹤0.01%
317
643
$27.5K ﹤0.01%
177
+23
644
$27.3K ﹤0.01%
2,397
+1,296
645
$27.3K ﹤0.01%
259
+31
646
$27.2K ﹤0.01%
152
+13
647
$27.1K ﹤0.01%
654
+66
648
$27.1K ﹤0.01%
247
649
$27K ﹤0.01%
611
+305
650
$27K ﹤0.01%
514
+200
24 25
26
27 28