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
1551
$1.13K ﹤0.01%
+83
1552
$1.13K ﹤0.01%
45
1553
$1.12K ﹤0.01%
+18
1554
$1.1K ﹤0.01%
31
1555
$1.09K ﹤0.01%
6
1556
$1.08K ﹤0.01%
+70
1557
$1.07K ﹤0.01%
44
1558
$1.06K ﹤0.01%
31
1559
$1.06K ﹤0.01%
41
1560
$1.06K ﹤0.01%
90
1561
$1.04K ﹤0.01%
9
-72
1562
$1.04K ﹤0.01%
59
1563
$1.02K ﹤0.01%
25
1564
$1.02K ﹤0.01%
26
1565
$1.02K ﹤0.01%
193
-109
1566
$1.02K ﹤0.01%
38
1567
$1.01K ﹤0.01%
65
1568
$1.01K ﹤0.01%
+12
1569
$1.01K ﹤0.01%
62
1570
$1K ﹤0.01%
+20
1571
$1K ﹤0.01%
95
1572
$993 ﹤0.01%
12
1573
$989 ﹤0.01%
11
1574
$983 ﹤0.01%
+170
1575
$982 ﹤0.01%
22
-55
61 62
63
64 65