MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$11.8M
2
+$11.6M
3
+$9.78M
4
CAT icon
Caterpillar
CAT
+$9.07M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.67M

Top Sells

1
+$10.4M
2
+$9.23M
3
+$9.14M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.75M

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
$3.4K ﹤0.01%
+196
1252
$3.4K ﹤0.01%
28
-5
1253
$3.4K ﹤0.01%
107
+45
1254
$3.39K ﹤0.01%
813
-68
1255
$3.36K ﹤0.01%
136
+33
1256
$3.34K ﹤0.01%
+83
1257
$3.34K ﹤0.01%
+50
1258
$3.34K ﹤0.01%
144
+47
1259
$3.34K ﹤0.01%
190
+164
1260
$3.33K ﹤0.01%
128
-11
1261
$3.33K ﹤0.01%
183
-73
1262
$3.33K ﹤0.01%
+95
1263
$3.32K ﹤0.01%
+265
1264
$3.31K ﹤0.01%
21
-1
1265
$3.3K ﹤0.01%
+149
1266
$3.3K ﹤0.01%
+40
1267
$3.3K ﹤0.01%
127
1268
$3.27K ﹤0.01%
+217
1269
$3.27K ﹤0.01%
+151
1270
$3.26K ﹤0.01%
290
-68
1271
$3.25K ﹤0.01%
+648
1272
$3.25K ﹤0.01%
178
+163
1273
$3.25K ﹤0.01%
85
+8
1274
$3.24K ﹤0.01%
+21
1275
$3.23K ﹤0.01%
+35
49 50
51
52 53