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
1726
$347 ﹤0.01%
+85
1727
$339 ﹤0.01%
4
1728
$337 ﹤0.01%
13
+5
1729
$331 ﹤0.01%
30
1730
$328 ﹤0.01%
37
-89
1731
$326 ﹤0.01%
122
1732
$325 ﹤0.01%
6
-16
1733
$324 ﹤0.01%
18
1734
$320 ﹤0.01%
+4
1735
$318 ﹤0.01%
108
1736
$315 ﹤0.01%
+7
1737
$301 ﹤0.01%
6
1738
$298 ﹤0.01%
+17
1739
$297 ﹤0.01%
13
1740
$294 ﹤0.01%
+26
1741
$279 ﹤0.01%
+8
1742
$275 ﹤0.01%
+8
1743
$272 ﹤0.01%
+143
1744
$271 ﹤0.01%
11
1745
$270 ﹤0.01%
2
-16
1746
$269 ﹤0.01%
23
-110
1747
$267 ﹤0.01%
161
1748
$258 ﹤0.01%
22
1749
$258 ﹤0.01%
35
1750
$256 ﹤0.01%
16
-5
68 69
70
71 72