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
1776
$93 ﹤0.01%
2
-16
1777
$37 ﹤0.01%
1
-16
1778
$16 ﹤0.01%
157
1779
$14 ﹤0.01%
1
1780
$11 ﹤0.01%
12
-108
1781
$1 ﹤0.01%
250
1782
– –
0
1783
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-19
1784
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1785
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1786
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-35
1787
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-1,276
1788
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1789
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-770
1790
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-1,418
1791
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-97
1792
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0
1793
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-54
1794
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-111
1795
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0
1796
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0
1797
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-84
1798
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-70
1799
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0
1800
– –
-5
70 71
72
73 74