MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$11.8M
2
+$11.6M
3
+$9.78M
4
CAT icon
Caterpillar
CAT
+$9.07M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.67M

Top Sells

1
+$10.4M
2
+$9.23M
3
+$9.14M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.75M

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
$1.91K ﹤0.01%
48
1427
$1.91K ﹤0.01%
191
1428
$1.9K ﹤0.01%
150
1429
$1.9K ﹤0.01%
26
1430
$1.89K ﹤0.01%
30
1431
$1.89K ﹤0.01%
15
1432
$1.87K ﹤0.01%
126
+70
1433
$1.87K ﹤0.01%
103
-1
1434
$1.87K ﹤0.01%
95
+40
1435
$1.86K ﹤0.01%
21
1436
$1.84K ﹤0.01%
+35
1437
$1.84K ﹤0.01%
64
-3,871
1438
$1.83K ﹤0.01%
76
+53
1439
$1.83K ﹤0.01%
60
+12
1440
$1.81K ﹤0.01%
68
1441
$1.81K ﹤0.01%
+58
1442
$1.8K ﹤0.01%
196
1443
$1.8K ﹤0.01%
+158
1444
$1.79K ﹤0.01%
+67
1445
$1.78K ﹤0.01%
28
-3
1446
$1.76K ﹤0.01%
118
1447
$1.75K ﹤0.01%
55
-7
1448
$1.75K ﹤0.01%
44
1449
$1.74K ﹤0.01%
8,700
1450
$1.74K ﹤0.01%
45
56 57
58
59 60