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
1751
$254 ﹤0.01%
13
1752
$253 ﹤0.01%
+37
1753
$245 ﹤0.01%
8
1754
$214 ﹤0.01%
+15
1755
$212 ﹤0.01%
9
1756
$201 ﹤0.01%
6
-64
1757
$194 ﹤0.01%
2
-3
1758
$193 ﹤0.01%
+51
1759
$186 ﹤0.01%
12
-130
1760
$181 ﹤0.01%
+8
1761
$166 ﹤0.01%
12
1762
$165 ﹤0.01%
4
-6
1763
$158 ﹤0.01%
3
1764
$158 ﹤0.01%
7
-15
1765
$157 ﹤0.01%
+157
1766
$156 ﹤0.01%
21
1767
$142 ﹤0.01%
+5
1768
$138 ﹤0.01%
16
-169
1769
$138 ﹤0.01%
13
1770
$137 ﹤0.01%
+16
1771
$133 ﹤0.01%
3
-30
1772
$131 ﹤0.01%
+3
1773
$113 ﹤0.01%
+3
1774
$102 ﹤0.01%
+20
1775
$94 ﹤0.01%
1
69 70
71
72 73