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
676
$24.4K ﹤0.01%
622
+243
677
$24.3K ﹤0.01%
876
+423
678
$24.2K ﹤0.01%
461
679
$24.1K ﹤0.01%
1,138
-825
680
$24K ﹤0.01%
323
+79
681
$24K ﹤0.01%
306
+100
682
$23.9K ﹤0.01%
546
683
$23.8K ﹤0.01%
255
+44
684
$23.8K ﹤0.01%
162
-29
685
$23.7K ﹤0.01%
319
+223
686
$23.6K ﹤0.01%
176
+83
687
$23.5K ﹤0.01%
632
+318
688
$23.5K ﹤0.01%
141
+79
689
$23.5K ﹤0.01%
325
+50
690
$23.5K ﹤0.01%
291
+171
691
$23.1K ﹤0.01%
100
+59
692
$23.1K ﹤0.01%
940
+326
693
$23K ﹤0.01%
425
+352
694
$23K ﹤0.01%
+252
695
$22.8K ﹤0.01%
130
+39
696
$22.6K ﹤0.01%
309
+138
697
$22.6K ﹤0.01%
101
+36
698
$22.6K ﹤0.01%
159
+92
699
$22.5K ﹤0.01%
343
+220
700
$22.5K ﹤0.01%
340
+165