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
1376
$2.3K ﹤0.01%
39
1377
$2.29K ﹤0.01%
208
1378
$2.29K ﹤0.01%
32
+9
1379
$2.27K ﹤0.01%
33
1380
$2.26K ﹤0.01%
116
1381
$2.25K ﹤0.01%
29
1382
$2.25K ﹤0.01%
42
-35
1383
$2.25K ﹤0.01%
1,203
1384
$2.25K ﹤0.01%
34
1385
$2.25K ﹤0.01%
55
1386
$2.25K ﹤0.01%
167
-91
1387
$2.24K ﹤0.01%
88
1388
$2.23K ﹤0.01%
+11
1389
$2.21K ﹤0.01%
+204
1390
$2.21K ﹤0.01%
68
+20
1391
$2.18K ﹤0.01%
+38
1392
$2.17K ﹤0.01%
65
+18
1393
$2.17K ﹤0.01%
53
+39
1394
$2.14K ﹤0.01%
61
1395
$2.14K ﹤0.01%
62
1396
$2.14K ﹤0.01%
402
1397
$2.13K ﹤0.01%
26
1398
$2.13K ﹤0.01%
96
-3
1399
$2.12K ﹤0.01%
+125
1400
$2.11K ﹤0.01%
52
-266
54 55
56
57 58