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
1926
– –
-10
1927
– –
-53
1928
– –
-52
1929
– –
-320
1930
– –
-38
1931
– –
-54
1932
– –
-71
1933
– –
0
1934
– –
-2,488
1935
– –
-13
1936
– –
-43
1937
– –
-64
1938
– –
-61
1939
– –
-47
1940
– –
0
1941
– –
-41
1942
– –
-17,897
1943
– –
-16,356
1944
– –
-126
1945
– –
-16
1946
– –
-17
1947
– –
0
1948
– –
-84
1949
– –
-37
1950
– –
-135
75 76 77
78
79