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
1201
$4.01K ﹤0.01%
20
-4
1202
$4K ﹤0.01%
146
+79
1203
$3.98K ﹤0.01%
113
-6
1204
$3.93K ﹤0.01%
554
1205
$3.91K ﹤0.01%
325
+172
1206
$3.89K ﹤0.01%
61
+35
1207
$3.85K ﹤0.01%
123
+80
1208
$3.83K ﹤0.01%
120
+84
1209
$3.82K ﹤0.01%
95
-67
1210
$3.82K ﹤0.01%
64
+10
1211
$3.81K ﹤0.01%
55
1212
$3.8K ﹤0.01%
66
+40
1213
$3.78K ﹤0.01%
90
-46
1214
$3.77K ﹤0.01%
31
+7
1215
$3.77K ﹤0.01%
187
+144
1216
$3.76K ﹤0.01%
19
+5
1217
$3.76K ﹤0.01%
131
+34
1218
$3.74K ﹤0.01%
+32
1219
$3.72K ﹤0.01%
62
-555
1220
$3.72K ﹤0.01%
74
+20
1221
$3.71K ﹤0.01%
251
1222
$3.68K ﹤0.01%
51
+23
1223
$3.67K ﹤0.01%
114
1224
$3.64K ﹤0.01%
97
1225
$3.64K ﹤0.01%
+107
47 48
49
50 51