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
1401
$2.11K ﹤0.01%
55
1402
$2.11K ﹤0.01%
3
-2
1403
$2.1K ﹤0.01%
84
+53
1404
$2.06K ﹤0.01%
74
1405
$2.06K ﹤0.01%
9
+8
1406
$2.06K ﹤0.01%
23
-5
1407
$2.05K ﹤0.01%
66
1408
$2.04K ﹤0.01%
75
1409
$2.04K ﹤0.01%
46
1410
$2.04K ﹤0.01%
63
1411
$2.04K ﹤0.01%
+22
1412
$2.04K ﹤0.01%
+79
1413
$2.04K ﹤0.01%
+63
1414
$2.03K ﹤0.01%
253
+198
1415
$2.03K ﹤0.01%
128
+68
1416
$2.03K ﹤0.01%
+119
1417
$2.02K ﹤0.01%
25
1418
$2.02K ﹤0.01%
135
1419
$2.01K ﹤0.01%
32
+25
1420
$2K ﹤0.01%
184
1421
$1.99K ﹤0.01%
29
1422
$1.98K ﹤0.01%
+44
1423
$1.95K ﹤0.01%
93
1424
$1.95K ﹤0.01%
49
1425
$1.94K ﹤0.01%
55
-56
55 56
57
58 59