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
1626
$662 ﹤0.01%
+15
1627
$640 ﹤0.01%
13
1628
$640 ﹤0.01%
35
1629
$636 ﹤0.01%
5
-4
1630
$632 ﹤0.01%
+48
1631
$628 ﹤0.01%
68
-189
1632
$622 ﹤0.01%
17
-52
1633
$622 ﹤0.01%
5
1634
$613 ﹤0.01%
18
1635
$610 ﹤0.01%
10
1636
$609 ﹤0.01%
8
+1
1637
$607 ﹤0.01%
24
1638
$606 ﹤0.01%
23
+15
1639
$604 ﹤0.01%
33
1640
$596 ﹤0.01%
+1
1641
$595 ﹤0.01%
43
1642
$594 ﹤0.01%
24
1643
$593 ﹤0.01%
2
-5
1644
$590 ﹤0.01%
55
1645
$588 ﹤0.01%
59
1646
$587 ﹤0.01%
22
1647
$581 ﹤0.01%
+10
1648
$575 ﹤0.01%
33
1649
$575 ﹤0.01%
6
1650
$574 ﹤0.01%
71
+1
64 65
66
67 68