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
1226
$3.63K ﹤0.01%
32
+16
1227
$3.63K ﹤0.01%
17
-17
1228
$3.63K ﹤0.01%
36
+14
1229
$3.63K ﹤0.01%
45
+2
1230
$3.61K ﹤0.01%
27
+1
1231
$3.61K ﹤0.01%
+66
1232
$3.6K ﹤0.01%
26
+19
1233
$3.6K ﹤0.01%
30
+17
1234
$3.59K ﹤0.01%
46
-8
1235
$3.58K ﹤0.01%
+54
1236
$3.56K ﹤0.01%
77
1237
$3.53K ﹤0.01%
42
+27
1238
$3.51K ﹤0.01%
28
1239
$3.49K ﹤0.01%
218
1240
$3.47K ﹤0.01%
226
-463
1241
$3.47K ﹤0.01%
31
1242
$3.46K ﹤0.01%
426
1243
$3.44K ﹤0.01%
17
+10
1244
$3.44K ﹤0.01%
+82
1245
$3.44K ﹤0.01%
62
-9
1246
$3.44K ﹤0.01%
66
1247
$3.42K ﹤0.01%
+227
1248
$3.41K ﹤0.01%
24
1249
$3.41K ﹤0.01%
+65
1250
$3.41K ﹤0.01%
195
+171
48 49
50
51 52