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
+$11.7M
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
State Street 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
1951
– –
-21
1952
– –
0
1953
– –
-500
1954
– –
-946
1955
– –
-39,136
1956
$0 ﹤0.01%
2,265
75 76 77 78
79