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
1601
$825 ﹤0.01%
17
1602
$822 ﹤0.01%
13
1603
$820 ﹤0.01%
59
1604
$813 ﹤0.01%
14
+6
1605
$782 ﹤0.01%
46
1606
$771 ﹤0.01%
42
1607
$763 ﹤0.01%
+62
1608
$762 ﹤0.01%
+106
1609
$760 ﹤0.01%
10
-64
1610
$751 ﹤0.01%
49
+25
1611
$732 ﹤0.01%
12
-30
1612
$730 ﹤0.01%
100
1613
$725 ﹤0.01%
+100
1614
$720 ﹤0.01%
9
1615
$719 ﹤0.01%
33
1616
$717 ﹤0.01%
27
1617
$717 ﹤0.01%
21
1618
$716 ﹤0.01%
12
1619
$714 ﹤0.01%
21
1620
$701 ﹤0.01%
12
1621
$698 ﹤0.01%
21
1622
$698 ﹤0.01%
12
-24
1623
$691 ﹤0.01%
12
1624
$680 ﹤0.01%
102
1625
$664 ﹤0.01%
21
63 64
65
66 67