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
1501
$1.45K ﹤0.01%
32
-6
1502
$1.45K ﹤0.01%
26
1503
$1.45K ﹤0.01%
19
1504
$1.44K ﹤0.01%
30
1505
$1.44K ﹤0.01%
337
1506
$1.43K ﹤0.01%
18
1507
$1.43K ﹤0.01%
25
+9
1508
$1.42K ﹤0.01%
139
1509
$1.41K ﹤0.01%
231
1510
$1.4K ﹤0.01%
55
+23
1511
$1.39K ﹤0.01%
24
+17
1512
$1.38K ﹤0.01%
+41
1513
$1.38K ﹤0.01%
119
-335
1514
$1.37K ﹤0.01%
129
1515
$1.37K ﹤0.01%
+45
1516
$1.36K ﹤0.01%
65
+14
1517
$1.36K ﹤0.01%
17
+6
1518
$1.35K ﹤0.01%
16
-1
1519
$1.35K ﹤0.01%
74
+8
1520
$1.35K ﹤0.01%
67
1521
$1.35K ﹤0.01%
13
-24
1522
$1.34K ﹤0.01%
57
-19
1523
$1.34K ﹤0.01%
39
-14
1524
$1.33K ﹤0.01%
+64
1525
$1.33K ﹤0.01%
28
59 60
61
62 63