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
1151
$4.91K ﹤0.01%
407
-26
1152
$4.91K ﹤0.01%
208
+139
1153
$4.89K ﹤0.01%
331
+96
1154
$4.87K ﹤0.01%
50
+15
1155
$4.86K ﹤0.01%
89
1156
$4.83K ﹤0.01%
87
+31
1157
$4.81K ﹤0.01%
54
1158
$4.8K ﹤0.01%
83
1159
$4.74K ﹤0.01%
153
1160
$4.7K ﹤0.01%
63
+44
1161
$4.67K ﹤0.01%
61
+43
1162
$4.67K ﹤0.01%
419
+394
1163
$4.67K ﹤0.01%
122
+92
1164
$4.66K ﹤0.01%
346
1165
$4.65K ﹤0.01%
237
+170
1166
$4.61K ﹤0.01%
264
+47
1167
$4.58K ﹤0.01%
+48
1168
$4.56K ﹤0.01%
216
1169
$4.52K ﹤0.01%
206
-19
1170
$4.51K ﹤0.01%
58
+50
1171
$4.51K ﹤0.01%
272
1172
$4.5K ﹤0.01%
84
-19
1173
$4.5K ﹤0.01%
88
+65
1174
$4.44K ﹤0.01%
134
1175
$4.44K ﹤0.01%
+80
45 46
47
48 49