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
801
$15.6K ﹤0.01%
198
+113
802
$15.2K ﹤0.01%
59
+41
803
$15.2K ﹤0.01%
417
+36
804
$15.2K ﹤0.01%
357
+300
805
$15.1K ﹤0.01%
175
+108
806
$15.1K ﹤0.01%
350
807
$15.1K ﹤0.01%
216
+79
808
$15.1K ﹤0.01%
28
+2
809
$15K ﹤0.01%
87
+43
810
$14.9K ﹤0.01%
770
+297
811
$14.7K ﹤0.01%
254
+156
812
$14.6K ﹤0.01%
+215
813
$14.5K ﹤0.01%
133
814
$14.5K ﹤0.01%
207
+125
815
$14.5K ﹤0.01%
171
+62
816
$14.4K ﹤0.01%
112
+24
817
$14.3K ﹤0.01%
229
+132
818
$14.3K ﹤0.01%
500
-300
819
$14.3K ﹤0.01%
121
+55
820
$14.3K ﹤0.01%
132
-62
821
$14.2K ﹤0.01%
456
+321
822
$14.2K ﹤0.01%
140
+72
823
$14.2K ﹤0.01%
1,478
+389
824
$14.1K ﹤0.01%
193
+47
825
$14K ﹤0.01%
303
+98
31 32
33
34 35