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
876
$12.2K ﹤0.01%
186
+139
877
$12K ﹤0.01%
334
+215
878
$12K ﹤0.01%
89
+26
879
$12K ﹤0.01%
104
+54
880
$12K ﹤0.01%
246
+114
881
$12K ﹤0.01%
352
+335
882
$12K ﹤0.01%
424
+323
883
$11.9K ﹤0.01%
643
+316
884
$11.8K ﹤0.01%
+300
885
$11.8K ﹤0.01%
229
+3
886
$11.8K ﹤0.01%
379
+205
887
$11.7K ﹤0.01%
122
-9
888
$11.6K ﹤0.01%
292
+104
889
$11.6K ﹤0.01%
111
+55
890
$11.6K ﹤0.01%
173
891
$11.6K ﹤0.01%
519
+243
892
$11.5K ﹤0.01%
53
-18
893
$11.5K ﹤0.01%
61
+20
894
$11.4K ﹤0.01%
+820
895
$11.4K ﹤0.01%
172
+108
896
$11.4K ﹤0.01%
114
+5
897
$11.3K ﹤0.01%
123
+64
898
$11.3K ﹤0.01%
144
-3
899
$11.2K ﹤0.01%
289
+191
900
$11.2K ﹤0.01%
92
+45
34 35
36
37 38