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
1101
$5.99K ﹤0.01%
185
-10
1102
$5.98K ﹤0.01%
102
+61
1103
$5.97K ﹤0.01%
+145
1104
$5.93K ﹤0.01%
32
+13
1105
$5.93K ﹤0.01%
273
+6
1106
$5.92K ﹤0.01%
187
+86
1107
$5.9K ﹤0.01%
117
+71
1108
$5.89K ﹤0.01%
+26
1109
$5.88K ﹤0.01%
113
+84
1110
$5.88K ﹤0.01%
74
+6
1111
$5.84K ﹤0.01%
41
+7
1112
$5.82K ﹤0.01%
133
+51
1113
$5.81K ﹤0.01%
+191
1114
$5.8K ﹤0.01%
571
+37
1115
$5.77K ﹤0.01%
90
+80
1116
$5.75K ﹤0.01%
320
+207
1117
$5.75K ﹤0.01%
56
+1
1118
$5.75K ﹤0.01%
63
+26
1119
$5.75K ﹤0.01%
+75
1120
$5.71K ﹤0.01%
52
+40
1121
$5.67K ﹤0.01%
+27
1122
$5.66K ﹤0.01%
+245
1123
$5.65K ﹤0.01%
60
+37
1124
$5.64K ﹤0.01%
141
+19
1125
$5.6K ﹤0.01%
108
43 44
45
46 47