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
1426
$1.93K ﹤0.01%
+144
1427
$1.91K ﹤0.01%
48
1428
$1.91K ﹤0.01%
191
1429
$1.9K ﹤0.01%
150
1430
$1.9K ﹤0.01%
26
1431
$1.89K ﹤0.01%
30
1432
$1.89K ﹤0.01%
15
1433
$1.87K ﹤0.01%
126
+70
1434
$1.87K ﹤0.01%
103
-1
1435
$1.87K ﹤0.01%
95
+40
1436
$1.86K ﹤0.01%
21
1437
$1.84K ﹤0.01%
+35
1438
$1.84K ﹤0.01%
64
-3,871
1439
$1.83K ﹤0.01%
76
+53
1440
$1.83K ﹤0.01%
60
+12
1441
$1.81K ﹤0.01%
68
1442
$1.81K ﹤0.01%
+58
1443
$1.8K ﹤0.01%
196
1444
$1.8K ﹤0.01%
+158
1445
$1.79K ﹤0.01%
+67
1446
$1.78K ﹤0.01%
28
-3
1447
$1.76K ﹤0.01%
118
1448
$1.75K ﹤0.01%
55
-7
1449
$1.75K ﹤0.01%
44
1450
$1.74K ﹤0.01%
8,700
56 57
58
59 60