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
1526
$1.33K ﹤0.01%
26
1527
$1.31K ﹤0.01%
29
1528
$1.31K ﹤0.01%
+52
1529
$1.3K ﹤0.01%
+20
1530
$1.3K ﹤0.01%
+10
1531
$1.3K ﹤0.01%
36
+30
1532
$1.3K ﹤0.01%
37
1533
$1.3K ﹤0.01%
+36
1534
$1.29K ﹤0.01%
48
1535
$1.29K ﹤0.01%
36
1536
$1.29K ﹤0.01%
60
1537
$1.28K ﹤0.01%
+40
1538
$1.28K ﹤0.01%
88
1539
$1.25K ﹤0.01%
19
1540
$1.25K ﹤0.01%
104
1541
$1.25K ﹤0.01%
30
1542
$1.24K ﹤0.01%
41
+14
1543
$1.22K ﹤0.01%
33
1544
$1.2K ﹤0.01%
30
+13
1545
$1.2K ﹤0.01%
13
1546
$1.19K ﹤0.01%
95
1547
$1.18K ﹤0.01%
346
1548
$1.18K ﹤0.01%
56
1549
$1.17K ﹤0.01%
+25
1550
$1.16K ﹤0.01%
41
-9
60 61
62
63 64