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
1651
$569 ﹤0.01%
21
1652
$564 ﹤0.01%
107
1653
$564 ﹤0.01%
17
1654
$562 ﹤0.01%
+20
1655
$558 ﹤0.01%
10
1656
$554 ﹤0.01%
+6
1657
$554 ﹤0.01%
54
1658
$551 ﹤0.01%
14
1659
$547 ﹤0.01%
22
1660
$547 ﹤0.01%
16
1661
$539 ﹤0.01%
16
-47
1662
$531 ﹤0.01%
+30
1663
$530 ﹤0.01%
3
1664
$522 ﹤0.01%
+21
1665
$521 ﹤0.01%
+6
1666
$520 ﹤0.01%
19
-9
1667
$519 ﹤0.01%
5
1668
$519 ﹤0.01%
4
1669
$517 ﹤0.01%
17
1670
$515 ﹤0.01%
7
-12
1671
$505 ﹤0.01%
+7
1672
$502 ﹤0.01%
88
1673
$499 ﹤0.01%
+7
1674
$497 ﹤0.01%
22
-38
1675
$485 ﹤0.01%
51
65 66
67
68 69