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
1601
$822 ﹤0.01%
13
1602
$820 ﹤0.01%
59
1603
$813 ﹤0.01%
14
+6
1604
$782 ﹤0.01%
46
1605
$771 ﹤0.01%
42
1606
$763 ﹤0.01%
+62
1607
$762 ﹤0.01%
+106
1608
$760 ﹤0.01%
10
-64
1609
$751 ﹤0.01%
49
+25
1610
$732 ﹤0.01%
12
-30
1611
$730 ﹤0.01%
100
1612
$725 ﹤0.01%
+100
1613
$720 ﹤0.01%
9
1614
$719 ﹤0.01%
33
1615
$717 ﹤0.01%
27
1616
$717 ﹤0.01%
21
1617
$716 ﹤0.01%
12
1618
$714 ﹤0.01%
21
1619
$701 ﹤0.01%
12
1620
$698 ﹤0.01%
21
1621
$698 ﹤0.01%
12
-24
1622
$691 ﹤0.01%
12
1623
$680 ﹤0.01%
102
1624
$664 ﹤0.01%
21
1625
$662 ﹤0.01%
+15
63 64
65
66 67