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
1676
$484 ﹤0.01%
+5
1677
$484 ﹤0.01%
+275
1678
$479 ﹤0.01%
22
1679
$479 ﹤0.01%
+17
1680
$478 ﹤0.01%
+16
1681
$478 ﹤0.01%
123
1682
$477 ﹤0.01%
23
1683
$476 ﹤0.01%
+23
1684
$475 ﹤0.01%
+23
1685
$474 ﹤0.01%
9
-21
1686
$473 ﹤0.01%
42
1687
$471 ﹤0.01%
81
1688
$470 ﹤0.01%
58
-199
1689
$470 ﹤0.01%
7
-57
1690
$470 ﹤0.01%
12
1691
$469 ﹤0.01%
+46
1692
$468 ﹤0.01%
12
-40
1693
$467 ﹤0.01%
+11
1694
$465 ﹤0.01%
296
-49
1695
$460 ﹤0.01%
27
1696
$460 ﹤0.01%
12
-57
1697
$457 ﹤0.01%
29
1698
$454 ﹤0.01%
11
1699
$454 ﹤0.01%
+5
1700
$450 ﹤0.01%
19
-30
66 67
68
69 70