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
1701
$449 ﹤0.01%
28
1702
$445 ﹤0.01%
3
-5
1703
$442 ﹤0.01%
50
1704
$434 ﹤0.01%
60
-30
1705
$432 ﹤0.01%
14
-41
1706
$429 ﹤0.01%
1
1707
$425 ﹤0.01%
36
1708
$421 ﹤0.01%
24
1709
$413 ﹤0.01%
9
1710
$411 ﹤0.01%
22
1711
$409 ﹤0.01%
+43
1712
$409 ﹤0.01%
537
1713
$407 ﹤0.01%
+62
1714
$395 ﹤0.01%
+11
1715
$392 ﹤0.01%
8
1716
$384 ﹤0.01%
12
-15
1717
$381 ﹤0.01%
24
1718
$371 ﹤0.01%
+38
1719
$361 ﹤0.01%
4
1720
$360 ﹤0.01%
22
1721
$360 ﹤0.01%
83
1722
$354 ﹤0.01%
9
1723
$351 ﹤0.01%
+24
1724
$350 ﹤0.01%
20
-40
1725
$347 ﹤0.01%
+85
67 68
69
70 71