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
1276
$3.23K ﹤0.01%
+35
1277
$3.23K ﹤0.01%
260
+171
1278
$3.22K ﹤0.01%
33
+22
1279
$3.22K ﹤0.01%
64
-19
1280
$3.21K ﹤0.01%
300
1281
$3.18K ﹤0.01%
49
-43
1282
$3.18K ﹤0.01%
200
-200
1283
$3.15K ﹤0.01%
53
1284
$3.14K ﹤0.01%
218
+24
1285
$3.14K ﹤0.01%
+69
1286
$3.14K ﹤0.01%
53
1287
$3.14K ﹤0.01%
32
+4
1288
$3.11K ﹤0.01%
43
1289
$3.07K ﹤0.01%
193
1290
$3.05K ﹤0.01%
70
+51
1291
$3.05K ﹤0.01%
57
+35
1292
$3.01K ﹤0.01%
+287
1293
$2.99K ﹤0.01%
34
1294
$2.98K ﹤0.01%
+82
1295
$2.98K ﹤0.01%
+273
1296
$2.98K ﹤0.01%
+325
1297
$2.97K ﹤0.01%
296
+78
1298
$2.95K ﹤0.01%
40
+31
1299
$2.94K ﹤0.01%
79
+8
1300
$2.93K ﹤0.01%
30
+10
50 51
52
53 54