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
726
$20.4K ﹤0.01%
161
+71
727
$20.3K ﹤0.01%
133
+31
728
$20.2K ﹤0.01%
294
-59
729
$20.2K ﹤0.01%
385
-62
730
$19.9K ﹤0.01%
284
+48
731
$19.6K ﹤0.01%
728
+399
732
$19.6K ﹤0.01%
330
+108
733
$19.5K ﹤0.01%
800
-1,000
734
$19.5K ﹤0.01%
380
735
$19.4K ﹤0.01%
1,005
736
$19.4K ﹤0.01%
209
+78
737
$19.2K ﹤0.01%
487
+298
738
$19.2K ﹤0.01%
1,081
+300
739
$19.2K ﹤0.01%
265
-24
740
$19.2K ﹤0.01%
112
-64
741
$19.2K ﹤0.01%
199
-9
742
$19K ﹤0.01%
449
+181
743
$19K ﹤0.01%
420
+29
744
$19K ﹤0.01%
280
+180
745
$18.9K ﹤0.01%
650
+13
746
$18.6K ﹤0.01%
9,300
747
$18.6K ﹤0.01%
130
+65
748
$18.6K ﹤0.01%
348
+212
749
$18.5K ﹤0.01%
481
+95
750
$18.4K ﹤0.01%
268
+47
28 29
30
31 32