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
1451
$1.74K ﹤0.01%
45
1452
$1.73K ﹤0.01%
+71
1453
$1.71K ﹤0.01%
29
1454
$1.71K ﹤0.01%
+219
1455
$1.71K ﹤0.01%
79
-55
1456
$1.71K ﹤0.01%
+14
1457
$1.71K ﹤0.01%
7
1458
$1.7K ﹤0.01%
34
1459
$1.7K ﹤0.01%
18
+4
1460
$1.7K ﹤0.01%
+49
1461
$1.7K ﹤0.01%
53
1462
$1.68K ﹤0.01%
10
1463
$1.68K ﹤0.01%
342
1464
$1.67K ﹤0.01%
39
1465
$1.66K ﹤0.01%
9
1466
$1.64K ﹤0.01%
19
+16
1467
$1.64K ﹤0.01%
30
-240
1468
$1.63K ﹤0.01%
39
1469
$1.61K ﹤0.01%
+12
1470
$1.61K ﹤0.01%
30
+7
1471
$1.61K ﹤0.01%
+202
1472
$1.6K ﹤0.01%
+87
1473
$1.59K ﹤0.01%
27
+9
1474
$1.59K ﹤0.01%
129
+53
1475
$1.58K ﹤0.01%
+63
57 58
59
60 61