MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
+$11.7M
2
+$11.7M
3
+$9.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.62M
5
CAT icon
Caterpillar
CAT
+$8.58M

Top Sells

1
+$10.7M
2
+$9.87M
3
+$9.2M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.95M

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
– –
-18
1927
– –
-135
1928
– –
-41
1929
– –
0
1930
– –
-4,722
1931
– –
-16
1932
– –
0
1933
– –
-19
1934
– –
-26
1935
– –
-47
1936
– –
-35
1937
– –
-1,276
1938
– –
-1,100
1939
– –
-58
1940
– –
-8
1941
– –
-22
1942
– –
-25
1943
– –
0
1944
– –
-144
1945
– –
-3
1946
– –
-50
1947
– –
-103
1948
– –
-138
1949
– –
-43
1950
– –
-4
75 76 77
78
79