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
926
$10.4K ﹤0.01%
142
+63
927
$10.4K ﹤0.01%
540
928
$10.3K ﹤0.01%
338
-7
929
$10.3K ﹤0.01%
34
+16
930
$10.3K ﹤0.01%
473
+83
931
$10.3K ﹤0.01%
194
+94
932
$10.2K ﹤0.01%
124
+89
933
$10.1K ﹤0.01%
137
+80
934
$10.1K ﹤0.01%
186
+113
935
$10.1K ﹤0.01%
81
-14
936
$10.1K ﹤0.01%
172
-23
937
$10.1K ﹤0.01%
283
+21
938
$10.1K ﹤0.01%
93
+38
939
$10K ﹤0.01%
166
+81
940
$9.98K ﹤0.01%
356
+89
941
$9.86K ﹤0.01%
153
+67
942
$9.8K ﹤0.01%
529
-1
943
$9.79K ﹤0.01%
+117
944
$9.76K ﹤0.01%
1,350
945
$9.76K ﹤0.01%
119
946
$9.69K ﹤0.01%
53
+29
947
$9.65K ﹤0.01%
497
+250
948
$9.63K ﹤0.01%
+981
949
$9.6K ﹤0.01%
57
+15
950
$9.59K ﹤0.01%
69
+26
36 37
38
39 40