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
1701
$450 ﹤0.01%
19
-30
1702
$449 ﹤0.01%
28
1703
$445 ﹤0.01%
3
-5
1704
$442 ﹤0.01%
50
1705
$434 ﹤0.01%
60
-30
1706
$432 ﹤0.01%
14
-41
1707
$429 ﹤0.01%
1
1708
$425 ﹤0.01%
36
1709
$421 ﹤0.01%
24
1710
$413 ﹤0.01%
9
1711
$411 ﹤0.01%
22
1712
$409 ﹤0.01%
537
1713
$409 ﹤0.01%
+43
1714
$407 ﹤0.01%
+62
1715
$395 ﹤0.01%
+11
1716
$392 ﹤0.01%
8
1717
$384 ﹤0.01%
12
-15
1718
$381 ﹤0.01%
24
1719
$371 ﹤0.01%
+38
1720
$361 ﹤0.01%
4
1721
$360 ﹤0.01%
83
1722
$360 ﹤0.01%
22
1723
$354 ﹤0.01%
9
1724
$351 ﹤0.01%
+24
1725
$350 ﹤0.01%
20
-40
67 68
69
70 71