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
951
$9.59K ﹤0.01%
238
+124
952
$9.59K ﹤0.01%
214
+119
953
$9.53K ﹤0.01%
+661
954
$9.49K ﹤0.01%
169
+71
955
$9.48K ﹤0.01%
78
+56
956
$9.47K ﹤0.01%
178
+162
957
$9.47K ﹤0.01%
172
+87
958
$9.42K ﹤0.01%
47
+36
959
$9.41K ﹤0.01%
237
-74
960
$9.41K ﹤0.01%
133
-1,095
961
$9.4K ﹤0.01%
360
+279
962
$9.38K ﹤0.01%
41
+33
963
$9.38K ﹤0.01%
513
+383
964
$9.28K ﹤0.01%
53
-1
965
$9.24K ﹤0.01%
258
+244
966
$9.22K ﹤0.01%
204
+75
967
$9.21K ﹤0.01%
84
+50
968
$9.2K ﹤0.01%
106
+24
969
$9.18K ﹤0.01%
519
+402
970
$9.17K ﹤0.01%
657
+576
971
$9.17K ﹤0.01%
96
-77
972
$9.15K ﹤0.01%
112
+56
973
$9.15K ﹤0.01%
219
+76
974
$9.12K ﹤0.01%
80
+43
975
$9.12K ﹤0.01%
227
-739
37 38
39
40 41