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
1251
$3.41K ﹤0.01%
468
+218
1252
$3.4K ﹤0.01%
+196
1253
$3.4K ﹤0.01%
28
-5
1254
$3.4K ﹤0.01%
107
+45
1255
$3.39K ﹤0.01%
813
-68
1256
$3.36K ﹤0.01%
136
+33
1257
$3.34K ﹤0.01%
+83
1258
$3.34K ﹤0.01%
+50
1259
$3.34K ﹤0.01%
144
+47
1260
$3.34K ﹤0.01%
190
+164
1261
$3.33K ﹤0.01%
128
-11
1262
$3.33K ﹤0.01%
183
-73
1263
$3.33K ﹤0.01%
+95
1264
$3.32K ﹤0.01%
+265
1265
$3.31K ﹤0.01%
21
-1
1266
$3.3K ﹤0.01%
+149
1267
$3.3K ﹤0.01%
+40
1268
$3.3K ﹤0.01%
127
1269
$3.27K ﹤0.01%
+217
1270
$3.27K ﹤0.01%
+151
1271
$3.26K ﹤0.01%
290
-68
1272
$3.25K ﹤0.01%
+648
1273
$3.25K ﹤0.01%
178
+163
1274
$3.25K ﹤0.01%
85
+8
1275
$3.24K ﹤0.01%
+21
49 50
51
52 53