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
126
$4.43M 0.17%
12,854
-28
127
$4.4M 0.17%
57,450
+994
128
$4.37M 0.17%
116,954
-22,529
129
$4.34M 0.17%
37,887
+2,356
130
$4.28M 0.16%
42,096
+1,681
131
$4.26M 0.16%
9,548
+315
132
$4.26M 0.16%
16,652
+91
133
$4.22M 0.16%
20,097
+1,264
134
$4.22M 0.16%
21,812
+410
135
$4.17M 0.16%
41,151
-1,777
136
$4.13M 0.16%
12,639
-6
137
$4.11M 0.16%
46,768
+852
138
$4.02M 0.15%
17,606
+72
139
$4M 0.15%
24,145
-7,431
140
$3.98M 0.15%
85,632
+33,947
141
$3.92M 0.15%
43,053
+42,535
142
$3.91M 0.15%
90,394
+10,276
143
$3.89M 0.15%
8,378
+319
144
$3.79M 0.14%
36,304
-3,035
145
$3.71M 0.14%
28,278
+3,356
146
$3.7M 0.14%
16,189
+2,427
147
$3.66M 0.14%
21,981
+429
148
$3.57M 0.14%
36,709
+1,211
149
$3.53M 0.14%
17,279
+3,035
150
$3.51M 0.13%
21,134
+20,660
4 5
6
7 8