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
– –
-53
1827
$0 ﹤0.01%
1,300
1828
$0 ﹤0.01%
67
1829
$0 ﹤0.01%
3
1830
$0 ﹤0.01%
54
1831
– –
-48
1832
$0 ﹤0.01%
3,333
1833
$0 ﹤0.01%
150
1834
– –
-17
1835
– –
-47
1836
$0 ﹤0.01%
2,265
1837
– –
-64
1838
– –
-51
1839
– –
0
1840
– –
0
1841
– –
-31
1842
– –
-8
1843
– –
-106
1844
– –
0
1845
– –
-17
1846
– –
0
1847
– –
-7
1848
– –
0
1849
– –
-58
1850
– –
-8
72 73
74
75 76