MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
751
$18.4K ﹤0.01%
153
-29
752
$18.4K ﹤0.01%
164
-14,818
753
$18.4K ﹤0.01%
133
+53
754
$18.3K ﹤0.01%
603
+178
755
$18.2K ﹤0.01%
125
+103
756
$18.1K ﹤0.01%
78
+34
757
$18.1K ﹤0.01%
179
+13
758
$18.1K ﹤0.01%
120
+93
759
$18K ﹤0.01%
468
+415
760
$17.8K ﹤0.01%
298
+164
761
$17.7K ﹤0.01%
37
+5
762
$17.7K ﹤0.01%
606
763
$17.6K ﹤0.01%
120
+1
764
$17.6K ﹤0.01%
108
+86
765
$17.5K ﹤0.01%
+378
766
$17.5K ﹤0.01%
318
+148
767
$17.5K ﹤0.01%
131
+35
768
$17.4K ﹤0.01%
143
+73
769
$17.3K ﹤0.01%
840
+660
770
$17.2K ﹤0.01%
881
+241
771
$17.2K ﹤0.01%
136
+35
772
$17.1K ﹤0.01%
337
+61
773
$17K ﹤0.01%
1,267
+163
774
$17K ﹤0.01%
402
+194
775
$16.9K ﹤0.01%
408
-221,786
29 30
31
32 33