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
651
$26.8K ﹤0.01%
380
+100
652
$26.7K ﹤0.01%
630
-30
653
$26.6K ﹤0.01%
366
-730
654
$26.5K ﹤0.01%
461
+129
655
$26.4K ﹤0.01%
1,009
+36
656
$26.3K ﹤0.01%
233
+105
657
$26.3K ﹤0.01%
1,000
658
$26.3K ﹤0.01%
108
+33
659
$26.3K ﹤0.01%
149
+45
660
$26.2K ﹤0.01%
891
+500
661
$26.2K ﹤0.01%
156
+116
662
$26.2K ﹤0.01%
430
-653
663
$26.1K ﹤0.01%
529
-86
664
$26K ﹤0.01%
208
+55
665
$25.8K ﹤0.01%
260
+112
666
$25.8K ﹤0.01%
1,515
+1,261
667
$25.8K ﹤0.01%
704
+565
668
$25.3K ﹤0.01%
547
+165
669
$25.2K ﹤0.01%
120
+13
670
$25.1K ﹤0.01%
5,029
+4,320
671
$25K ﹤0.01%
505
672
$24.9K ﹤0.01%
875
+376
673
$24.8K ﹤0.01%
394
-234
674
$24.7K ﹤0.01%
222
+14
675
$24.7K ﹤0.01%
190
+17
25 26
27
28 29