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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1826
– –
-47
1827
– –
0
1828
– –
-41
1829
– –
-17,897
1830
– –
0
1831
– –
-164
1832
– –
-48
1833
– –
-21,676
1834
– –
-4
1835
– –
-17
1836
– –
-200
1837
– –
-58
1838
– –
-8
1839
– –
-22
1840
– –
-25
1841
– –
0
1842
– –
-144
1843
– –
-3
1844
– –
-50
1845
– –
-103
1846
– –
-138
1847
– –
-43
1848
– –
-4
1849
– –
0
1850
– –
0
72 73
74
75 76