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
1651
$573 ﹤0.01%
3
1652
$569 ﹤0.01%
21
1653
$564 ﹤0.01%
107
1654
$564 ﹤0.01%
17
1655
$562 ﹤0.01%
+20
1656
$558 ﹤0.01%
10
1657
$554 ﹤0.01%
+6
1658
$554 ﹤0.01%
36
1659
$551 ﹤0.01%
14
1660
$547 ﹤0.01%
22
1661
$547 ﹤0.01%
16
1662
$539 ﹤0.01%
16
-47
1663
$531 ﹤0.01%
+30
1664
$530 ﹤0.01%
3
1665
$522 ﹤0.01%
+21
1666
$521 ﹤0.01%
+6
1667
$520 ﹤0.01%
19
-9
1668
$519 ﹤0.01%
5
1669
$519 ﹤0.01%
4
1670
$517 ﹤0.01%
17
1671
$515 ﹤0.01%
7
-12
1672
$505 ﹤0.01%
+7
1673
$502 ﹤0.01%
88
1674
$499 ﹤0.01%
+7
1675
$497 ﹤0.01%
22
-38
65 66
67
68 69