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
1351
$2.47K ﹤0.01%
40
1352
$2.46K ﹤0.01%
64
+47
1353
$2.46K ﹤0.01%
+34
1354
$2.45K ﹤0.01%
18
-4
1355
$2.43K ﹤0.01%
366
+119
1356
$2.41K ﹤0.01%
+80
1357
$2.41K ﹤0.01%
39
+26
1358
$2.4K ﹤0.01%
+312
1359
$2.39K ﹤0.01%
26
+3
1360
$2.38K ﹤0.01%
+74
1361
$2.38K ﹤0.01%
+71
1362
$2.38K ﹤0.01%
68
-21
1363
$2.37K ﹤0.01%
109
+81
1364
$2.37K ﹤0.01%
138
+2
1365
$2.35K ﹤0.01%
62
-158
1366
$2.35K ﹤0.01%
62
1367
$2.34K ﹤0.01%
306
+230
1368
$2.34K ﹤0.01%
+185
1369
$2.33K ﹤0.01%
140
-2
1370
$2.33K ﹤0.01%
40
-40
1371
$2.33K ﹤0.01%
43
1372
$2.33K ﹤0.01%
27
1373
$2.33K ﹤0.01%
+47
1374
$2.31K ﹤0.01%
13
+7
1375
$2.31K ﹤0.01%
+28
53 54
55
56 57