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
1126
$5.56K ﹤0.01%
180
+132
1127
$5.54K ﹤0.01%
155
+44
1128
$5.52K ﹤0.01%
+29
1129
$5.42K ﹤0.01%
+162
1130
$5.42K ﹤0.01%
121
1131
$5.4K ﹤0.01%
+291
1132
$5.38K ﹤0.01%
+195
1133
$5.38K ﹤0.01%
171
+70
1134
$5.37K ﹤0.01%
149
+113
1135
$5.37K ﹤0.01%
433
-145
1136
$5.33K ﹤0.01%
84
-18
1137
$5.29K ﹤0.01%
89
+75
1138
$5.27K ﹤0.01%
161
+48
1139
$5.23K ﹤0.01%
374
+101
1140
$5.17K ﹤0.01%
47
+13
1141
$5.12K ﹤0.01%
545
-134
1142
$5.11K ﹤0.01%
+236
1143
$5.05K ﹤0.01%
77
+53
1144
$5.04K ﹤0.01%
+65
1145
$5.03K ﹤0.01%
144
+83
1146
$5.02K ﹤0.01%
38
-16
1147
$5.01K ﹤0.01%
50
+4
1148
$4.97K ﹤0.01%
+130
1149
$4.95K ﹤0.01%
190
1150
$4.93K ﹤0.01%
31
44 45
46
47 48