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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
1876
– –
0
1877
– –
-95
1878
– –
-28
1879
– –
-130
1880
– –
-66
1881
– –
-452
1882
– –
-26
1883
– –
-33,025
1884
– –
-21
1885
– –
0
1886
– –
-500
1887
– –
-946
1888
– –
-39,136
1889
– –
-339
1890
– –
-42
1891
– –
-64
1892
– –
-2,500
1893
– –
-55
1894
– –
-186
1895
– –
-1,546
1896
– –
-4,083
1897
– –
-159
1898
– –
-105
1899
– –
-11
1900
– –
-19
74 75
76
77 78