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
776
$16.9K ﹤0.01%
129
+56
777
$16.9K ﹤0.01%
85
+18
778
$16.7K ﹤0.01%
390
+252
779
$16.7K ﹤0.01%
611
+523
780
$16.7K ﹤0.01%
153
+50
781
$16.6K ﹤0.01%
907
+615
782
$16.6K ﹤0.01%
+1,440
783
$16.6K ﹤0.01%
10,000
784
$16.6K ﹤0.01%
554
+164
785
$16.5K ﹤0.01%
358
+300
786
$16.5K ﹤0.01%
+414
787
$16.4K ﹤0.01%
166
+119
788
$16.3K ﹤0.01%
112
+44
789
$16.3K ﹤0.01%
163
+20
790
$16.2K ﹤0.01%
874
+88
791
$16.2K ﹤0.01%
261
+110
792
$16.1K ﹤0.01%
280
+177
793
$16.1K ﹤0.01%
270
794
$16.1K ﹤0.01%
428
-3
795
$15.9K ﹤0.01%
720
-17,615
796
$15.8K ﹤0.01%
960
+515
797
$15.8K ﹤0.01%
48
798
$15.7K ﹤0.01%
278
+115
799
$15.7K ﹤0.01%
383
+209
800
$15.7K ﹤0.01%
1,061
+507