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
1326
$2.67K ﹤0.01%
46
1327
$2.66K ﹤0.01%
+72
1328
$2.66K ﹤0.01%
191
1329
$2.65K ﹤0.01%
+112
1330
$2.65K ﹤0.01%
40
1331
$2.65K ﹤0.01%
16
-1
1332
$2.65K ﹤0.01%
+139
1333
$2.6K ﹤0.01%
32
+12
1334
$2.58K ﹤0.01%
81
+57
1335
$2.58K ﹤0.01%
29
-17
1336
$2.57K ﹤0.01%
25
-38
1337
$2.56K ﹤0.01%
19
-3
1338
$2.53K ﹤0.01%
+27
1339
$2.53K ﹤0.01%
169
+154
1340
$2.52K ﹤0.01%
240
+125
1341
$2.52K ﹤0.01%
40
+23
1342
$2.52K ﹤0.01%
96
+79
1343
$2.51K ﹤0.01%
99
+13
1344
$2.51K ﹤0.01%
103
+62
1345
$2.5K ﹤0.01%
+54
1346
$2.5K ﹤0.01%
126
+7
1347
$2.5K ﹤0.01%
57
1348
$2.49K ﹤0.01%
127
-96
1349
$2.49K ﹤0.01%
+70
1350
$2.48K ﹤0.01%
45
+29
52 53
54
55 56