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
851
$13K ﹤0.01%
93
+59
852
$12.9K ﹤0.01%
118
+65
853
$12.9K ﹤0.01%
1,262
+514
854
$12.9K ﹤0.01%
264
-17,345
855
$12.8K ﹤0.01%
+280
856
$12.8K ﹤0.01%
100
857
$12.7K ﹤0.01%
235
+100
858
$12.7K ﹤0.01%
242
+145
859
$12.7K ﹤0.01%
497
860
$12.6K ﹤0.01%
332
-1
861
$12.6K ﹤0.01%
404
862
$12.6K ﹤0.01%
139
+93
863
$12.6K ﹤0.01%
1,535
+564
864
$12.6K ﹤0.01%
74
+14
865
$12.5K ﹤0.01%
70
+55
866
$12.5K ﹤0.01%
774
+621
867
$12.5K ﹤0.01%
164
+129
868
$12.4K ﹤0.01%
100
869
$12.4K ﹤0.01%
754
+381
870
$12.3K ﹤0.01%
96
+72
871
$12.3K ﹤0.01%
211
-25
872
$12.2K ﹤0.01%
132
+24
873
$12.2K ﹤0.01%
99
+40
874
$12.2K ﹤0.01%
1,286
-241
875
$12.2K ﹤0.01%
83
+70
33 34
35
36 37