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
1051
$6.95K ﹤0.01%
61
1052
$6.95K ﹤0.01%
260
+195
1053
$6.91K ﹤0.01%
142
+95
1054
$6.9K ﹤0.01%
+368
1055
$6.87K ﹤0.01%
39
+30
1056
$6.84K ﹤0.01%
163
+35
1057
$6.81K ﹤0.01%
70
1058
$6.8K ﹤0.01%
197
+145
1059
$6.79K ﹤0.01%
451
+312
1060
$6.77K ﹤0.01%
204
1061
$6.76K ﹤0.01%
710
1062
$6.76K ﹤0.01%
127
1063
$6.75K ﹤0.01%
153
1064
$6.74K ﹤0.01%
123
+99
1065
$6.72K ﹤0.01%
155
+76
1066
$6.69K ﹤0.01%
268
+187
1067
$6.64K ﹤0.01%
371
+186
1068
$6.63K ﹤0.01%
293
1069
$6.6K ﹤0.01%
122
+28
1070
$6.59K ﹤0.01%
151
+46
1071
$6.59K ﹤0.01%
234
+68
1072
$6.55K ﹤0.01%
64
1073
$6.55K ﹤0.01%
102
-6
1074
$6.54K ﹤0.01%
40
+1
1075
$6.54K ﹤0.01%
85
41 42
43
44 45