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
1026
$7.45K ﹤0.01%
175
+148
1027
$7.42K ﹤0.01%
131
+50
1028
$7.41K ﹤0.01%
216
+54
1029
$7.4K ﹤0.01%
38
+17
1030
$7.4K ﹤0.01%
153
+118
1031
$7.38K ﹤0.01%
4,824
1032
$7.37K ﹤0.01%
320
+263
1033
$7.29K ﹤0.01%
345
1034
$7.29K ﹤0.01%
187
+111
1035
$7.26K ﹤0.01%
180
-70
1036
$7.15K ﹤0.01%
78
+42
1037
$7.13K ﹤0.01%
181
+132
1038
$7.13K ﹤0.01%
314
+250
1039
$7.13K ﹤0.01%
220
-77
1040
$7.1K ﹤0.01%
35
+12
1041
$7.1K ﹤0.01%
219
+209
1042
$7.04K ﹤0.01%
177
+144
1043
$7.04K ﹤0.01%
327
-9
1044
$7.03K ﹤0.01%
+147
1045
$7.03K ﹤0.01%
1,486
+826
1046
$7.03K ﹤0.01%
194
1047
$7.03K ﹤0.01%
+252
1048
$6.97K ﹤0.01%
86
+39
1049
$6.96K ﹤0.01%
143
+70
1050
$6.95K ﹤0.01%
78
+70
40 41
42
43 44