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
701
$22.4K ﹤0.01%
54
+24
702
$22.4K ﹤0.01%
758
+538
703
$22.4K ﹤0.01%
321
+145
704
$22.3K ﹤0.01%
213
+105
705
$22.1K ﹤0.01%
210
-24
706
$22.1K ﹤0.01%
445
+234
707
$21.9K ﹤0.01%
626
+380
708
$21.7K ﹤0.01%
88
+19
709
$21.7K ﹤0.01%
195
+112
710
$21.6K ﹤0.01%
273
+187
711
$21.5K ﹤0.01%
+290
712
$21.4K ﹤0.01%
264
713
$21.3K ﹤0.01%
738
+406
714
$21.3K ﹤0.01%
341
+249
715
$21.2K ﹤0.01%
62
+36
716
$21.2K ﹤0.01%
1,164
+407
717
$21K ﹤0.01%
1,145
+349
718
$21K ﹤0.01%
327
719
$21K ﹤0.01%
381
+142
720
$20.9K ﹤0.01%
329
+265
721
$20.9K ﹤0.01%
113
+71
722
$20.9K ﹤0.01%
234
+22
723
$20.7K ﹤0.01%
1,083
+478
724
$20.5K ﹤0.01%
260
+170
725
$20.4K ﹤0.01%
153
+85