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
1001
$8.22K ﹤0.01%
256
+205
1002
$8.21K ﹤0.01%
697
+483
1003
$8.2K ﹤0.01%
200
1004
$8.12K ﹤0.01%
47
+39
1005
$8.1K ﹤0.01%
27
+18
1006
$8.1K ﹤0.01%
150
+23
1007
$8.04K ﹤0.01%
250
1008
$8.03K ﹤0.01%
90
+41
1009
$8.02K ﹤0.01%
2,664
-82
1010
$7.97K ﹤0.01%
25
+16
1011
$7.97K ﹤0.01%
188
-21
1012
$7.96K ﹤0.01%
167
+8
1013
$7.93K ﹤0.01%
164
+91
1014
$7.91K ﹤0.01%
83
-11
1015
$7.88K ﹤0.01%
213
+28
1016
$7.88K ﹤0.01%
+260
1017
$7.73K ﹤0.01%
737
+422
1018
$7.72K ﹤0.01%
42
+10
1019
$7.61K ﹤0.01%
816
+257
1020
$7.61K ﹤0.01%
119
+38
1021
$7.61K ﹤0.01%
54
-3
1022
$7.59K ﹤0.01%
75
1023
$7.52K ﹤0.01%
56
+38
1024
$7.52K ﹤0.01%
119
+19
1025
$7.45K ﹤0.01%
265
+242
39 40
41
42 43