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
1176
$4.38K ﹤0.01%
46
+11
1177
$4.37K ﹤0.01%
96
1178
$4.36K ﹤0.01%
21
1179
$4.34K ﹤0.01%
170
-6
1180
$4.33K ﹤0.01%
40
+34
1181
$4.33K ﹤0.01%
106
+3
1182
$4.29K ﹤0.01%
107
1183
$4.28K ﹤0.01%
80
1184
$4.28K ﹤0.01%
134
+57
1185
$4.27K ﹤0.01%
17
1186
$4.27K ﹤0.01%
190
-78
1187
$4.26K ﹤0.01%
134
+41
1188
$4.21K ﹤0.01%
+285
1189
$4.21K ﹤0.01%
151
1190
$4.19K ﹤0.01%
39
+31
1191
$4.17K ﹤0.01%
47
+4
1192
$4.16K ﹤0.01%
75
-17
1193
$4.16K ﹤0.01%
84
+50
1194
$4.13K ﹤0.01%
30
1195
$4.12K ﹤0.01%
117
1196
$4.12K ﹤0.01%
25
+22
1197
$4.12K ﹤0.01%
409
1198
$4.12K ﹤0.01%
112
+26
1199
$4.1K ﹤0.01%
+114
1200
$4.09K ﹤0.01%
117
46 47
48
49 50