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
976
$9.1K ﹤0.01%
100
977
$9.07K ﹤0.01%
88
+68
978
$9.01K ﹤0.01%
140
+105
979
$8.99K ﹤0.01%
120
980
$8.95K ﹤0.01%
67
+54
981
$8.89K ﹤0.01%
41
+15
982
$8.82K ﹤0.01%
173
+101
983
$8.81K ﹤0.01%
91
+17
984
$8.75K ﹤0.01%
+120
985
$8.68K ﹤0.01%
44
+39
986
$8.68K ﹤0.01%
220
987
$8.68K ﹤0.01%
42
988
$8.67K ﹤0.01%
29
-31
989
$8.67K ﹤0.01%
151
+116
990
$8.57K ﹤0.01%
535
+301
991
$8.54K ﹤0.01%
103
-60
992
$8.54K ﹤0.01%
131
993
$8.5K ﹤0.01%
120
+61
994
$8.46K ﹤0.01%
178
+148
995
$8.41K ﹤0.01%
+77
996
$8.4K ﹤0.01%
+170
997
$8.36K ﹤0.01%
+330
998
$8.34K ﹤0.01%
142
+75
999
$8.27K ﹤0.01%
121
+60
1000
$8.22K ﹤0.01%
94
38 39
40
41 42