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
1476
$1.56K ﹤0.01%
58
+17
1477
$1.56K ﹤0.01%
11
1478
$1.55K ﹤0.01%
78
1479
$1.54K ﹤0.01%
+36
1480
$1.53K ﹤0.01%
+142
1481
$1.53K ﹤0.01%
23
-7
1482
$1.52K ﹤0.01%
+67
1483
$1.52K ﹤0.01%
+27
1484
$1.52K ﹤0.01%
118
+78
1485
$1.51K ﹤0.01%
+34
1486
$1.51K ﹤0.01%
13
1487
$1.51K ﹤0.01%
46
1488
$1.51K ﹤0.01%
+20
1489
$1.5K ﹤0.01%
31
1490
$1.5K ﹤0.01%
+44
1491
$1.5K ﹤0.01%
51
1492
$1.49K ﹤0.01%
+48
1493
$1.49K ﹤0.01%
245
-244
1494
$1.48K ﹤0.01%
20
1495
$1.48K ﹤0.01%
85
-8
1496
$1.48K ﹤0.01%
21
1497
$1.46K ﹤0.01%
25
-2
1498
$1.46K ﹤0.01%
56
+24
1499
$1.45K ﹤0.01%
+37
1500
$1.45K ﹤0.01%
35
58 59
60
61 62