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
1576
$982 ﹤0.01%
22
-55
1577
$981 ﹤0.01%
17
1578
$980 ﹤0.01%
30
-51
1579
$972 ﹤0.01%
8
1580
$968 ﹤0.01%
125
1581
$962 ﹤0.01%
58
1582
$958 ﹤0.01%
19
1583
$957 ﹤0.01%
48
+20
1584
$956 ﹤0.01%
+13
1585
$948 ﹤0.01%
28
1586
$946 ﹤0.01%
22
1587
$911 ﹤0.01%
+30
1588
$902 ﹤0.01%
15
-4,677
1589
$898 ﹤0.01%
58
1590
$895 ﹤0.01%
14
1591
$893 ﹤0.01%
11
1592
$886 ﹤0.01%
14
-13
1593
$885 ﹤0.01%
61
1594
$884 ﹤0.01%
33
1595
$874 ﹤0.01%
5
1596
$860 ﹤0.01%
24
1597
$860 ﹤0.01%
+88
1598
$844 ﹤0.01%
46
1599
$843 ﹤0.01%
+76
1600
$842 ﹤0.01%
11
62 63
64
65 66