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
1626
$640 ﹤0.01%
13
1627
$640 ﹤0.01%
35
1628
$636 ﹤0.01%
5
-4
1629
$632 ﹤0.01%
+48
1630
$628 ﹤0.01%
68
-189
1631
$622 ﹤0.01%
5
1632
$622 ﹤0.01%
17
-52
1633
$613 ﹤0.01%
18
1634
$610 ﹤0.01%
10
1635
$609 ﹤0.01%
8
+1
1636
$607 ﹤0.01%
24
1637
$606 ﹤0.01%
23
+15
1638
$604 ﹤0.01%
33
1639
$596 ﹤0.01%
+1
1640
$595 ﹤0.01%
43
1641
$594 ﹤0.01%
24
1642
$593 ﹤0.01%
2
-5
1643
$590 ﹤0.01%
55
1644
$588 ﹤0.01%
59
1645
$587 ﹤0.01%
22
1646
$581 ﹤0.01%
+10
1647
$575 ﹤0.01%
33
1648
$575 ﹤0.01%
6
1649
$574 ﹤0.01%
71
+1
1650
$573 ﹤0.01%
3
64 65
66
67 68