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
1751
$255 ﹤0.01%
+6
1752
$254 ﹤0.01%
13
1753
$253 ﹤0.01%
+37
1754
$245 ﹤0.01%
8
1755
$214 ﹤0.01%
+15
1756
$212 ﹤0.01%
9
1757
$201 ﹤0.01%
6
-64
1758
$194 ﹤0.01%
2
-3
1759
$193 ﹤0.01%
+51
1760
$186 ﹤0.01%
12
-130
1761
$181 ﹤0.01%
+8
1762
$166 ﹤0.01%
12
1763
$165 ﹤0.01%
4
-6
1764
$158 ﹤0.01%
3
1765
$158 ﹤0.01%
7
-15
1766
$157 ﹤0.01%
+157
1767
$156 ﹤0.01%
21
1768
$142 ﹤0.01%
+5
1769
$138 ﹤0.01%
16
-169
1770
$138 ﹤0.01%
13
1771
$137 ﹤0.01%
+16
1772
$133 ﹤0.01%
3
-30
1773
$131 ﹤0.01%
+3
1774
$113 ﹤0.01%
+3
1775
$102 ﹤0.01%
+20
69 70
71
72 73