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
1301
$2.92K ﹤0.01%
8
+3
1302
$2.92K ﹤0.01%
2,225
1303
$2.91K ﹤0.01%
+162
1304
$2.89K ﹤0.01%
+131
1305
$2.89K ﹤0.01%
135
+77
1306
$2.88K ﹤0.01%
611
-380
1307
$2.87K ﹤0.01%
35
+18
1308
$2.85K ﹤0.01%
802
-12
1309
$2.85K ﹤0.01%
24
+7
1310
$2.83K ﹤0.01%
34
+12
1311
$2.82K ﹤0.01%
22
+10
1312
$2.8K ﹤0.01%
26
1313
$2.8K ﹤0.01%
55
1314
$2.8K ﹤0.01%
12
1315
$2.77K ﹤0.01%
45
-23
1316
$2.76K ﹤0.01%
90
+76
1317
$2.76K ﹤0.01%
+82
1318
$2.74K ﹤0.01%
+53
1319
$2.73K ﹤0.01%
33
-47
1320
$2.71K ﹤0.01%
31
1321
$2.71K ﹤0.01%
60
1322
$2.71K ﹤0.01%
162
1323
$2.71K ﹤0.01%
175
+149
1324
$2.71K ﹤0.01%
49
+36
1325
$2.7K ﹤0.01%
+131
51 52
53
54 55