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
1676
$485 ﹤0.01%
51
1677
$484 ﹤0.01%
+5
1678
$484 ﹤0.01%
+275
1679
$479 ﹤0.01%
+17
1680
$479 ﹤0.01%
22
1681
$478 ﹤0.01%
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1682
$478 ﹤0.01%
123
1683
$477 ﹤0.01%
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$476 ﹤0.01%
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1685
$475 ﹤0.01%
+23
1686
$474 ﹤0.01%
46
-102
1687
$473 ﹤0.01%
42
1688
$471 ﹤0.01%
81
1689
$470 ﹤0.01%
58
-199
1690
$470 ﹤0.01%
7
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1691
$470 ﹤0.01%
12
1692
$469 ﹤0.01%
+46
1693
$468 ﹤0.01%
12
-40
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$467 ﹤0.01%
+11
1695
$465 ﹤0.01%
296
-49
1696
$460 ﹤0.01%
27
1697
$460 ﹤0.01%
12
-57
1698
$457 ﹤0.01%
29
1699
$454 ﹤0.01%
11
1700
$454 ﹤0.01%
+5
66 67
68
69 70