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
1076
$6.53K ﹤0.01%
90
1077
$6.53K ﹤0.01%
168
+135
1078
$6.4K ﹤0.01%
39
-9
1079
$6.39K ﹤0.01%
20
+14
1080
$6.38K ﹤0.01%
139
-11
1081
$6.38K ﹤0.01%
179
1082
$6.34K ﹤0.01%
118
+70
1083
$6.33K ﹤0.01%
65
1084
$6.31K ﹤0.01%
27
-2
1085
$6.28K ﹤0.01%
+332
1086
$6.27K ﹤0.01%
363
+205
1087
$6.26K ﹤0.01%
128
+5
1088
$6.25K ﹤0.01%
+350
1089
$6.25K ﹤0.01%
251
-9
1090
$6.24K ﹤0.01%
+390
1091
$6.23K ﹤0.01%
335
+308
1092
$6.2K ﹤0.01%
+267
1093
$6.09K ﹤0.01%
52
+1
1094
$6.04K ﹤0.01%
90
1095
$6.04K ﹤0.01%
29
+26
1096
$6.04K ﹤0.01%
127
+91
1097
$6.03K ﹤0.01%
105
+90
1098
$6.01K ﹤0.01%
281
+219
1099
$6.01K ﹤0.01%
88
+39
1100
$5.99K ﹤0.01%
86
+24
42 43
44
45 46