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
826
$14K ﹤0.01%
273
+165
827
$14K ﹤0.01%
39
+25
828
$14K ﹤0.01%
354
+219
829
$13.9K ﹤0.01%
812
+60
830
$13.9K ﹤0.01%
175
+33
831
$13.9K ﹤0.01%
165
832
$13.8K ﹤0.01%
2,033
+1,355
833
$13.7K ﹤0.01%
107
+24
834
$13.6K ﹤0.01%
96
+49
835
$13.6K ﹤0.01%
124
+27
836
$13.5K ﹤0.01%
+1,090
837
$13.4K ﹤0.01%
132
-48,930
838
$13.4K ﹤0.01%
101
-1
839
$13.4K ﹤0.01%
103
+63
840
$13.3K ﹤0.01%
125
+91
841
$13.3K ﹤0.01%
241
+162
842
$13.3K ﹤0.01%
+20
843
$13.3K ﹤0.01%
125
-142
844
$13.3K ﹤0.01%
+186
845
$13.2K ﹤0.01%
252
+202
846
$13.2K ﹤0.01%
1,546
847
$13.2K ﹤0.01%
102
848
$13.1K ﹤0.01%
59
-21
849
$13K ﹤0.01%
408
+358
850
$13K ﹤0.01%
1,055
+755
32 33
34
35 36