MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$11.8M
2
+$11.6M
3
+$9.78M
4
CAT icon
Caterpillar
CAT
+$9.07M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.67M

Top Sells

1
+$10.4M
2
+$9.23M
3
+$9.14M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.75M

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
$1.31K ﹤0.01%
29
1527
$1.31K ﹤0.01%
+52
1528
$1.3K ﹤0.01%
+20
1529
$1.3K ﹤0.01%
+10
1530
$1.3K ﹤0.01%
36
+30
1531
$1.3K ﹤0.01%
37
1532
$1.3K ﹤0.01%
+36
1533
$1.29K ﹤0.01%
48
1534
$1.29K ﹤0.01%
36
1535
$1.29K ﹤0.01%
60
1536
$1.28K ﹤0.01%
+40
1537
$1.28K ﹤0.01%
88
1538
$1.25K ﹤0.01%
19
1539
$1.25K ﹤0.01%
104
1540
$1.25K ﹤0.01%
30
1541
$1.24K ﹤0.01%
41
+14
1542
$1.22K ﹤0.01%
33
1543
$1.2K ﹤0.01%
30
+13
1544
$1.2K ﹤0.01%
13
1545
$1.19K ﹤0.01%
95
1546
$1.18K ﹤0.01%
346
1547
$1.18K ﹤0.01%
56
1548
$1.17K ﹤0.01%
+25
1549
$1.16K ﹤0.01%
41
-9
1550
$1.14K ﹤0.01%
20
60 61
62
63 64