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
901
$11.2K ﹤0.01%
100
+73
902
$11.2K ﹤0.01%
4,209
+4,104
903
$11.1K ﹤0.01%
+2
904
$11.1K ﹤0.01%
99
+35
905
$11.1K ﹤0.01%
+520
906
$11.1K ﹤0.01%
419
+151
907
$11.1K ﹤0.01%
349
-33
908
$11.1K ﹤0.01%
280
+147
909
$11.1K ﹤0.01%
181
+56
910
$11.1K ﹤0.01%
163
+86
911
$11K ﹤0.01%
154
-202
912
$11K ﹤0.01%
566
913
$10.9K ﹤0.01%
109
+51
914
$10.8K ﹤0.01%
917
915
$10.8K ﹤0.01%
+184
916
$10.7K ﹤0.01%
249
+5
917
$10.7K ﹤0.01%
352
+210
918
$10.6K ﹤0.01%
89
+32
919
$10.5K ﹤0.01%
57
+22
920
$10.5K ﹤0.01%
+145
921
$10.4K ﹤0.01%
160
+90
922
$10.4K ﹤0.01%
74
-1,995
923
$10.4K ﹤0.01%
210
924
$10.4K ﹤0.01%
297
+108
925
$10.4K ﹤0.01%
89
35 36
37
38 39